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Strategic Financial Concepts’s JPMorgan Active Growth ETF JGRO Stock Holding History

Strategic Financial Concepts’s Portfolio JGRO Stock Details JGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.26M Buy
85,415
+79,395
+1,319% +$7.08M 1.79% 10
2025
Q4 		$559K Sell
6,020
-41,757
-87% -$3.91M 0.51% 53
2025
Q3 		$4.48M Buy
47,777
+9,366
+24% +$836K 0.65% 26
2025
Q2 		$3.31M Buy
38,411
+4,316
+13% +$336K 0.47% 35
2025
Q1 		$2.52M Buy
34,095
+2,007
+6% +$161K 0.47% 55
2024
Q4 		$2.6M Buy
32,088
+17,205
+116% +$1.38M 0.5% 54
2024
Q3 		$1.14M Sell
14,883
-715,773
-98% -$53.1M 0.36% 56
2024
Q2 		$306K Buy
730,656
+727,259
+21,409% +$51.5M 0.18% 104
2024
Q1 		$238K Buy
+3,397
New +$225K 0.06% 267

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return