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Tidal Investments’s JPMorgan Active Growth ETF JGRO Stock Holding History

Tidal Investments’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
2024
Q3 		– Sell
-2,695
Closed -$203K – 1908
2024
Q2 		$203K Sell
2,695
-164
-6% -$11.6K ﹤0.01% 1691
2024
Q1 		$201K Buy
+2,859
New +$189K ﹤0.01% 1565
2023
Q4 		– Sell
-3,971
Closed -$214K – 1472
2023
Q3 		$214K Sell
3,971
-202
-5% -$11.3K 0.01% 1190
2023
Q2 		$233K Sell
4,173
-423
-9% -$21.6K 0.01% 1147
2023
Q1 		$226K Buy
+4,596
New +$216K 0.01% 1139

Other funds holding JGRO

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return

Tidal Investments's JGRO Position: Q3 2024 in Review

Tidal Investments sold out of JPMorgan Active Growth ETF (JGRO) in Q3 2024, closing a stake of 2,695 shares — an estimated $203K sold.

Tidal Investments first reported a position in JGRO in Q1 2023 and held it in 5 quarters. The position peaked at $233K in Q2 2023. 185 funds tracked by Wall St. Rank hold JGRO as of Q3 2024.

  • Tidal Investments reported no remaining JPMorgan Active Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Tidal Investments sold 2,695 JPMorgan Active Growth ETF shares in Q3 2024, an estimated $203K.
  • Tidal Investments first reported a position in JPMorgan Active Growth ETF in Q1 2023 and held it in 5 quarters.
  • Tidal Investments's JPMorgan Active Growth ETF position peaked at $233K in Q2 2023.
  • 185 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2024.

Based on Tidal Investments's 13F filing for Q3 2024, filed 14 Nov 2024.