USAdvisors Wealth Management’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
$898K Buy
10,427
+1,863
+22% +$160K 0.33% 63
2025
Q1
$631K Sell
8,564
-257
-3% -$18.9K 0.22% 75
2024
Q4
$714K Buy
8,821
+1,042
+13% +$84.3K 0.23% 73
2024
Q3
$595K Buy
7,779
+32
+0.4% +$2.45K 0.21% 75
2024
Q2
$582K Buy
7,747
+1,446
+23% +$109K 0.2% 74
2024
Q1
$444K Buy
6,301
+1,032
+20% +$72.7K 0.17% 88
2023
Q4
$321K Buy
5,269
+881
+20% +$53.7K 0.13% 99
2023
Q3
$236K Sell
4,388
-64
-1% -$3.44K 0.11% 98
2023
Q2
$248K Buy
+4,452
New +$248K 0.12% 91