BCGM Wealth Management, LLC JAVA Holdings History
BCGM Wealth Management, LLC's JPMorgan Active Value ETF Holding Summary
As of 2025-03-31, BCGM Wealth Management, LLC held 135,471.00 shares of JPMorgan Active Value ETF(JAVA), totaling $8.61 Mil. This investment constitutes 2.64% of their stock portfolio, and BCGM Wealth Management, LLC now holds 0.25% of the outstanding JPMorgan Active Value ETF(JAVA) stock.
The initial trade took place in 2023Q4. And since then BCGM Wealth Management, LLC has made 4 purchases of JAVA, at an average price of $56.57, for a total of 151,401.00 shares. In addition, there have been 2 sales at an average price of $56.76 for 15,930.00 shares. Based on historical transaction data and JAVA's current price of $66.63, BCGM Wealth Management, LLC's estimated gain on his JAVA holdings is $1.37 Mil, reflecting a 15.94% gain to date.
BCGM Wealth Management, LLC JAVA ($66.63) Holding Chart
BCGM Wealth Management, LLC JAVA ($66.63) 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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