Ownership history in Echo Wealth Management, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Echo Wealth Management, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JGRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 66,977 | +18,168 | +37.2% | 3.63% | $6.2M | $92.80 |
| 2025 Q3 | REDUCED | 48,809 | -1,556 | -3.1% | 2.67% | $4.6M | $93.60 |
| 2025 Q2 | ADDED | 50,365 | +3,252 | +6.9% | 2.66% | $4.3M | $85.93 |
| 2025 Q1 | ADDED | 47,113 | +11,313 | +31.6% | 2.35% | $3.5M | $73.67 |
| 2024 Q4 | REDUCED | 35,800 | -347 | -1.0% | 2.00% | $2.9M | $80.90 |
| 2024 Q3 | ADDED | 36,147 | +1,825 | +5.3% | 1.97% | $2.8M | $76.68 |
| 2024 Q2 | ADDED | 34,322 | +2,844 | +9.0% | 1.94% | $2.6M | $74.96 |
| 2024 Q1 | ADDED | 31,478 | +2,655 | +9.2% | 1.83% | $2.2M | $70.03 |
| 2023 Q4 | INITIATED | 28,823 | — | — | 1.63% | $1.7M | — |
As of 2025 Q4 — sorted by position size