TWM
JGRO icon

Tradition Wealth Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Tradition Wealth Management’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 		$16.5M Buy
195,610
+10,767
+6% +$960K 1.18% 22
2025
Q4 		$17.2M Buy
184,843
+4,987
+3% +$467K 1.23% 21
2025
Q3 		$16.9M Buy
179,856
+6,820
+4% +$609K 1.25% 21
2025
Q2 		$14.9M Buy
173,036
+5,706
+3% +$444K 1.19% 22
2025
Q1 		$12.3M Buy
167,330
+11,897
+8% +$957K 1.09% 27
2024
Q4 		$12.6M Buy
155,433
+45,064
+41% +$3.62M 1.11% 26
2024
Q3 		$8.49M Buy
110,369
+10,731
+11% +$796K 0.76% 38
2024
Q2 		$7.49M Buy
+99,638
New +$7.05M 0.72% 38

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