WF
Wayfinding Financial’s JPMorgan Active Growth ETF JGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
15,143
+2,689
| +22% | +$237K | 0.6% | 34 |
|
|
2025
Q1 | $918K | Buy |
12,454
+2,442
| +24% | +$180K | 0.4% | 45 |
|
|
2024
Q4 | $811K | Buy |
+10,012
| New | +$811K | 0.43% | 48 |
|
|
2024
Q3 | – | Sell |
-9,527
| Closed | -$715K | – | 76 |
|
|
2024
Q2 | $715K | Sell |
9,527
-88
| -0.9% | -$6.6K | 0.4% | 50 |
|
|
2024
Q1 | $666K | Sell |
9,615
-1,599
| -14% | -$111K | 0.39% | 56 |
|
|
2023
Q4 | $685K | Buy |
11,214
+741
| +7% | +$45.3K | 0.47% | 43 |
|
|
2023
Q3 | $567K | Sell |
10,473
-3,654
| -26% | -$198K | 0.43% | 47 |
|
|
2023
Q2 | $812K | Buy |
14,127
+54
| +0.4% | +$3.1K | 0.56% | 36 |
|
|
2023
Q1 | $691K | Buy |
+14,073
| New | +$691K | 0.53% | 35 |
|