GGM Financial LLC JGRO — J P MORGAN EXCHANGE TRADED F

Ownership history in GGM Financial LLC  ·  9 quarters on record

AI Ownership Summary

GGM Financial LLC reported J P MORGAN EXCHANGE TRADED F (JGRO) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 26.84% in 2025 Q1. The latest visible filing shows JGRO at 18.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JGRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GGM Financial LLC's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

JGRO was reported at 18.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.84% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GGM Financial LLC held JGRO — position size vs. price
% of Fund (quarterly)    JGRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 592,848 -17,296 -2.8% 18.43% $57.3M 2026-11-05 $85.51
2026 Q2 ADDED — — — 610,144 +8,983 +1.5% 22.81% $60.2M 2026-07-23 $93.21
2026 Q1 ADDED — — — 601,161 +61,971 +11.5% 23.39% $50.8M 2026-05-12 $96.75
2025 Q4 ADDED — — — 539,190 +7,415 +1.4% 24.31% $50.0M 2026-02-04 $88.58
2025 Q3 REDUCED — — — 531,775 -1,017 -0.2% 25.14% $49.9M 2025-11-10 $95.00
2025 Q1 ADDED — — — 532,792 +411,148 +338.0% 26.84% $39.3M 2025-04-11 $71.24
2024 Q4 ADDED — — — 121,644 +6,414 +5.6% 10.50% $9.9M 2025-01-29 $83.39
2024 Q3 REDUCED — — — 115,230 -337 -0.3% 7.64% $8.9M 2024-10-31 $76.52
2024 Q2 INITIATED — — — 115,567 — — 7.99% $8.7M 2024-07-30 $70.81

FAQ About GGM Financial LLC and JGRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has GGM Financial LLC reported owning JGRO?

GGM Financial LLC reported JGRO across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported JGRO position in GGM Financial LLC's portfolio?

The largest reported portfolio weight for JGRO was 26.84% in 2025 Q1.

What is the latest reported JGRO position on this page?

The most recent filing on this page is 2026 Q3, when GGM Financial LLC reported 592,848 shares, equal to 18.43% of portfolio, with an estimated market value of $57.3M.

What does the chart on this JGRO ownership page compare?

The chart compares GGM Financial LLC's quarterly JGRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GGM Financial LLC time their JGRO position?

Based on 13F filing dates vs. subsequent JGRO price moves, GGM Financial LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on JGRO relative to SPY over the holding period was -12.4%.

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