Wayfinding Financial’s JPMorgan Active Growth ETF JGRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.26M	Sell	14,943 -1,091	-7%	-$97.3K	0.55%	35
2025 Q4	$1.49M	Buy	16,034 +224	+1%	+$21K	0.63%	32
2025 Q3	$1.48M	Buy	15,810 +667	+4%	+$59.5K	0.64%	32
2025 Q2	$1.34M	Buy	15,143 +2,689	+22%	+$209K	0.6%	34
2025 Q1	$918K	Buy	12,454 +2,442	+24%	+$196K	0.4%	45
2024 Q4	$811K	Buy	+10,012	New	+$805K	0.43%	48
2024 Q3	–	Sell	-9,527	Closed	-$715K	–	76
2024 Q2	$715K	Sell	9,527 -88	-0.9%	-$6.23K	0.4%	50
2024 Q1	$666K	Sell	9,615 -1,599	-14%	-$106K	0.39%	56
2023 Q4	$685K	Buy	11,214 +741	+7%	+$42.2K	0.47%	43
2023 Q3	$567K	Sell	10,473 -3,654	-26%	-$204K	0.43%	47
2023 Q2	$812K	Buy	14,127 +54	+0.4%	+$2.76K	0.56%	36
2023 Q1	$691K	Buy	+14,073	New	+$661K	0.53%	35