Broadway Wealth Solutions, Inc. JGRO Holdings History
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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