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Summit Wealth & Retirement Planning’s JPMorgan Active Growth ETF JGRO Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio JGRO Stock Details JGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$244K Hold
2,835
– – 0.07% 88
2025
Q1 		$209K Buy
2,835
+223
+9% +$16.5K 0.06% 74
2024
Q4 		$212K Hold
2,612
– – 0.07% 73
2024
Q3 		$201K Buy
+2,612
New +$201K 0.06% 68