Triad Wealth Partners’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	$2.51M	Buy	29,144 +18,720	+180%	+$1.61M	0.51%	42
2025 Q1	$769K	Buy	10,424 +1,442	+16%	+$106K	0.24%	72
2024 Q4	$728K	Buy	+8,982	New	+$728K	0.26%	66