Transcend Capital Advisors’s JPMorgan Active Growth ETF JGRO Stock Holding History

Transcend Capital Advisors’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 Q4	–	Sell	-6,045	Closed	-$465K	–	613
2024 Q3	$465K	Buy	6,045 +335	+6%	+$24.9K	0.03%	403
2024 Q2	$429K	Buy	5,710 +652	+13%	+$46.2K	0.03%	392
2024 Q1	$355K	Sell	5,058 -317	-6%	-$21K	0.03%	382
2023 Q4	$328K	Buy	5,375 +188	+4%	+$10.7K	0.03%	370
2023 Q3	$280K	Buy	5,187 +523	+11%	+$29.2K	0.03%	387
2023 Q2	$260K	Sell	4,664 -344	-7%	-$17.6K	0.02%	403
2023 Q1	$246K	Buy	+5,008	New	+$235K	0.03%	403

Other funds holding JGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Transcend Capital Advisors's JGRO Position: Q4 2024 in Review

Transcend Capital Advisors sold out of JPMorgan Active Growth ETF (JGRO) in Q4 2024, closing a stake of 6,045 shares — an estimated $465K sold.

Transcend Capital Advisors first reported a position in JGRO in Q1 2023 and held it in 7 quarters. The position peaked at $465K in Q3 2024. 227 funds tracked by Wall St. Rank hold JGRO as of Q4 2024.

Transcend Capital Advisors reported no remaining JPMorgan Active Growth ETF position as of Q4 2024 after selling out during the quarter.
Transcend Capital Advisors sold 6,045 JPMorgan Active Growth ETF shares in Q4 2024, an estimated $465K.
Transcend Capital Advisors first reported a position in JPMorgan Active Growth ETF in Q1 2023 and held it in 7 quarters.
Transcend Capital Advisors's JPMorgan Active Growth ETF position peaked at $465K in Q3 2024.
227 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q4 2024.

Based on Transcend Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.