Truvestments Capital’s JPMorgan Active Growth ETF JGRO Stock Holding History

Truvestments Capital’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
2023 Q3	–	Sell	-37	Closed	-$2.06K	–	701
2023 Q2	$2.06K	Hold	37	–	–	﹤0.01%	601
2023 Q1	$1.82K	Hold	37	–	–	﹤0.01%	583
2022 Q4	$1.64K	Buy	+37	New	+$1.68K	﹤0.01%	766

Other funds holding JGRO

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Truvestments Capital's JGRO Position: Q3 2023 in Review

Truvestments Capital sold out of JPMorgan Active Growth ETF (JGRO) in Q3 2023, closing a stake of 37 shares — an estimated $2.06K sold.

Truvestments Capital first reported a position in JGRO in Q4 2022 and held it in 3 quarters. The position peaked at $2.06K in Q2 2023. 76 funds tracked by Wall St. Rank hold JGRO as of Q3 2023.

Truvestments Capital reported no remaining JPMorgan Active Growth ETF position as of Q3 2023 after selling out during the quarter.
Truvestments Capital sold 37 JPMorgan Active Growth ETF shares in Q3 2023, an estimated $2.06K.
Truvestments Capital first reported a position in JPMorgan Active Growth ETF in Q4 2022 and held it in 3 quarters.
Truvestments Capital's JPMorgan Active Growth ETF position peaked at $2.06K in Q2 2023.
76 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2023.

Based on Truvestments Capital's 13F filing for Q3 2023, filed 13 Nov 2023.