Number of Shares
354,535.00
Current Holdings Value*
$30.51 Mil
% of Portfolio
10.24%
Total Estimate Gain
$12.12 Mil
% of Total Estimate Gain
60.87%

Sterling Financial Group, Inc.'s JPMorgan Active Growth ETF Holding Summary

As of 2025-06-30, Sterling Financial Group, Inc. held 354,535.00 shares of JPMorgan Active Growth ETF(JGRO), totaling $30.51 Mil. This investment constitutes 10.24% of their stock portfolio, and Sterling Financial Group, Inc. now holds 0.48% of the outstanding JPMorgan Active Growth ETF(JGRO) stock.

The initial trade took place in 2023Q2. And since then Sterling Financial Group, Inc. has made 5 purchases of JGRO, at an average price of $53.83, for a total of 369,998.00 shares. In addition, there have been 3 sales at an average price of $74.52 for 15,463.00 shares. Based on historical transaction data and JGRO's current price of $87.12, Sterling Financial Group, Inc.'s estimated gain on his JGRO holdings is $12.12 Mil, reflecting a 60.87% gain to date.

Sterling Financial Group, Inc. JGRO ($87.12) Holding Chart

Sterling Financial Group, Inc. JGRO ($87.12) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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