Strategic Planning Group’s JPMorgan Active Growth ETF JGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
164,823
-14,294
| -8% | -$1.23M | 2.3% | 16 |
|
|
2025
Q1 | $13.2M | Sell |
179,117
-2,956
| -2% | -$218K | 2.59% | 14 |
|
|
2024
Q4 | $14.8M | Sell |
182,073
-5,140
| -3% | -$416K | 2.71% | 13 |
|
|
2024
Q3 | $14.4M | Sell |
187,213
-540
| -0.3% | -$41.5K | 2.84% | 9 |
|
|
2024
Q2 | $14.1M | Buy |
187,753
+10,291
| +6% | +$773K | 3.08% | 7 |
|
|
2024
Q1 | $12.5M | Buy |
177,462
+18,574
| +12% | +$1.3M | 3.12% | 6 |
|
|
2023
Q4 | $9.71M | Buy |
+158,888
| New | +$9.71M | 3.22% | 3 |
|