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Strategic Planning Group’s JPMorgan Active Growth ETF JGRO Stock Holding History

Strategic Planning Group’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 		$218K Buy
2,579
+84
+3% +$7.49K 0.03% 71
2025
Q4 		$232K Sell
2,495
-385
-13% -$36.1K 0.03% 72
2025
Q3 		$270K Sell
2,880
-161,943
-98% -$14.5M 0.04% 70
2025
Q2 		$14.2M Sell
164,823
-14,294
-8% -$1.11M 2.3% 16
2025
Q1 		$13.2M Sell
179,117
-2,956
-2% -$238K 2.59% 14
2024
Q4 		$14.8M Sell
182,073
-5,140
-3% -$413K 2.71% 13
2024
Q3 		$14.4M Sell
187,213
-540
-0.3% -$40.1K 2.84% 9
2024
Q2 		$14.1M Buy
187,753
+10,291
+6% +$728K 3.08% 7
2024
Q1 		$12.5M Buy
177,462
+18,574
+12% +$1.23M 3.12% 6
2023
Q4 		$9.71M Buy
+158,888
New +$9.04M 3.22% 3

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