World Investment Advisors’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
$353K Hold
4,105
0.01% 855
2025
Q1
$303K Sell
4,105
-40
-1% -$2.95K 0.01% 857
2024
Q4
$336K Sell
4,145
-25
-0.6% -$2.03K 0.01% 777
2024
Q3
$321K Buy
4,170
+335
+9% +$25.8K 0.01% 716
2024
Q2
$288K Buy
3,835
+350
+10% +$26.3K 0.02% 507
2024
Q1
$245K Buy
+3,485
New +$245K 0.04% 341