YWS
Yarger Wealth Strategies’s JPMorgan Active Growth ETF JGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Buy |
56,783
+3,382
| +6% | +$291K | 2.55% | 13 |
|
|
2025
Q1 | $3.94M | Buy |
53,401
+2,087
| +4% | +$154K | 2.3% | 14 |
|
|
2024
Q4 | $4.16M | Buy |
51,314
+20,088
| +64% | +$1.63M | 2.4% | 14 |
|
|
2024
Q3 | $2.4M | Buy |
31,226
+8,985
| +40% | +$691K | 1.33% | 23 |
|
|
2024
Q2 | $1.67M | Buy |
22,241
+6,403
| +40% | +$481K | 1.01% | 29 |
|
|
2024
Q1 | $1.11M | Buy |
15,838
+3,354
| +27% | +$235K | 0.76% | 32 |
|
|
2023
Q4 | $763K | Buy |
12,484
+5,537
| +80% | +$338K | 0.62% | 30 |
|
|
2023
Q3 | $374K | Buy |
6,947
+3,244
| +88% | +$175K | 0.32% | 45 |
|
|
2023
Q2 | $206K | Buy |
+3,703
| New | +$206K | 0.19% | 56 |
|