Wagner 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 | $15.9M | Buy |
184,640
+15,302
| +9% | +$1.32M | 3.62% | 10 |
|
|
2025
Q1 | $12.5M | Buy |
169,338
+10,282
| +6% | +$759K | 3.11% | 10 |
|
|
2024
Q4 | $12.9M | Buy |
159,056
+4,994
| +3% | +$405K | 3.33% | 10 |
|
|
2024
Q3 | $11.8M | Buy |
154,062
+5,358
| +4% | +$412K | 3.2% | 11 |
|
|
2024
Q2 | $11.2M | Buy |
148,704
+2,564
| +2% | +$193K | 3.34% | 10 |
|
|
2024
Q1 | $10.3M | Buy |
146,140
+10,786
| +8% | +$757K | 3.13% | 10 |
|
|
2023
Q4 | $8.27M | Sell |
135,354
-121
| -0.1% | -$7.39K | 2.78% | 10 |
|
|
2023
Q3 | $7.3M | Buy |
135,475
+2,174
| +2% | +$117K | 2.68% | 10 |
|
|
2023
Q2 | $7.43M | Buy |
133,301
+1,375
| +1% | +$76.6K | 2.84% | 10 |
|
|
2023
Q1 | $6.48M | Buy |
131,926
+39,011
| +42% | +$1.92M | 2.95% | 5 |
|
|
2022
Q4 | $4.13M | Buy |
92,915
+79,737
| +605% | +$3.54M | 2.55% | 10 |
|
|
2022
Q3 | $571K | Buy |
+13,178
| New | +$571K | 0.42% | 50 |
|