Number of Shares
531,445.00
Current Holdings Value*
$33.77 Mil
% of Portfolio
1.31%
Total Estimate Gain
$1.34 Mil
% of Total Estimate Gain
4.03%

Americana Partners, LLC's JPMorgan Active Value ETF Holding Summary

As of 2025-03-31, Americana Partners, LLC held 531,445.00 shares of JPMorgan Active Value ETF(JAVA), totaling $33.77 Mil. This investment constitutes 1.31% of their stock portfolio, and Americana Partners, LLC now holds 1% of the outstanding JPMorgan Active Value ETF(JAVA) stock.

The initial trade took place in 2023Q3. And since then Americana Partners, LLC has made 5 purchases of JAVA, at an average price of $61.48, for a total of 539,836.00 shares. In addition, there have been 2 sales at an average price of $61.76 for 8,391.00 shares. Based on historical transaction data and JAVA's current price of $63.99, Americana Partners, LLC's estimated gain on his JAVA holdings is $1.34 Mil, reflecting a 4.03% gain to date.

Americana Partners, LLC JAVA ($63.99) Holding Chart

Americana Partners, LLC JAVA ($63.99) 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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