Number of Shares
41,413.00
Current Holdings Value*
$3.56 Mil
% of Portfolio
2.22%
Total Estimate Gain
$406,675.66
% of Total Estimate Gain
12.64%

Broadway Wealth Solutions, Inc.'s JPMorgan Active Growth ETF Holding Summary

As of 2025-06-30, Broadway Wealth Solutions, Inc. held 41,413.00 shares of JPMorgan Active Growth ETF(JGRO), totaling $3.56 Mil. This investment constitutes 2.22% of their stock portfolio, and Broadway Wealth Solutions, Inc. now holds 0.06% of the outstanding JPMorgan Active Growth ETF(JGRO) stock.

The initial trade took place in 2025Q2. And since then Broadway Wealth Solutions, Inc. has made 1 purchases of JGRO, at an average price of $77.68, for a total of 41,413.00 shares. Based on historical transaction data and JGRO's current price of $87.50, Broadway Wealth Solutions, Inc.'s estimated gain on his JGRO holdings is $406,675.66, reflecting a 12.64% gain to date.

Broadway Wealth Solutions, Inc. JGRO ($87.50) Holding Chart

Broadway Wealth Solutions, Inc. JGRO ($87.50) 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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