Virtue Capital Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

Virtue Capital 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
2024 Q3	–	Sell	-4,742	Closed	-$357K	–	340
2024 Q2	$357K	Sell	4,742 -319	-6%	-$22.6K	0.06%	260
2024 Q1	$353K	Buy	5,061 +12	+0.2%	+$795	0.06%	270
2023 Q4	$300K	Sell	5,049 -3,260	-39%	-$185K	0.06%	285
2023 Q3	$463K	Hold	8,309	–	–	0.08%	231
2023 Q2	$463K	Buy	8,309 +143	+2%	+$7.31K	0.08%	231
2023 Q1	$391K	Buy	+8,166	New	+$384K	0.06%	262

Other funds holding JGRO

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

CCWM

Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return

Virtue Capital Management's JGRO Position: Q3 2024 in Review

Virtue Capital Management sold out of JPMorgan Active Growth ETF (JGRO) in Q3 2024, closing a stake of 4,742 shares — an estimated $357K sold.

Virtue Capital Management first reported a position in JGRO in Q1 2023 and held it in 6 quarters. The position peaked at $463K in Q3 2023. 185 funds tracked by Wall St. Rank hold JGRO as of Q3 2024.

Virtue Capital Management reported no remaining JPMorgan Active Growth ETF position as of Q3 2024 after selling out during the quarter.
Virtue Capital Management sold 4,742 JPMorgan Active Growth ETF shares in Q3 2024, an estimated $357K.
Virtue Capital Management first reported a position in JPMorgan Active Growth ETF in Q1 2023 and held it in 6 quarters.
Virtue Capital Management's JPMorgan Active Growth ETF position peaked at $463K in Q3 2023.
185 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q3 2024.

Based on Virtue Capital Management's 13F filing for Q3 2024, filed 18 Nov 2024.