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Valley Financial Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Valley Financial 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
2023
Q2 		– Sell
-90,492
Closed -$4.45M – 47
2023
Q1 		$4.45M Buy
+90,492
New +$4.25M 2.75% 14

Other funds holding JGRO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Valley Financial Management's JGRO Position: Q2 2023 in Review

Valley Financial Management sold out of JPMorgan Active Growth ETF (JGRO) in Q2 2023, closing a stake of 90,492 shares — an estimated $4.45M sold.

Valley Financial Management first reported a position in JGRO in Q1 2023 and held it in 1 quarter. The position peaked at $4.45M in Q1 2023. 63 funds tracked by Wall St. Rank hold JGRO as of Q2 2023.

  • Valley Financial Management reported no remaining JPMorgan Active Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Valley Financial Management sold 90,492 JPMorgan Active Growth ETF shares in Q2 2023, an estimated $4.45M.
  • Valley Financial Management first reported a position in JPMorgan Active Growth ETF in Q1 2023 and held it in 1 quarter.
  • Valley Financial Management's JPMorgan Active Growth ETF position peaked at $4.45M in Q1 2023.
  • 63 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2023.

Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.