Worth Financial Advisory Group’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 | $334K | Buy |
3,876
+52
| +1% | +$4.48K | 0.2% | 106 |
|
2025
Q1 | $282K | Sell |
3,824
-194
| -5% | -$14.3K | 0.18% | 127 |
|
2024
Q4 | $326K | Buy |
4,018
+196
| +5% | +$15.9K | 0.2% | 107 |
|
2024
Q3 | $294K | Buy |
3,822
+191
| +5% | +$14.7K | 0.17% | 124 |
|
2024
Q2 | $273K | Buy |
3,631
+689
| +23% | +$51.8K | 0.18% | 117 |
|
2024
Q1 | $207K | Buy |
+2,942
| New | +$207K | 0.14% | 133 |
|