Number of Shares
127,225.00
Current Holdings Value*
$8.33 Mil
% of Portfolio
4.09%
Total Estimate Gain
$530,528.25
% of Total Estimate Gain
6.68%

Centerline Wealth Advisors, LLC's JPMorgan Active Value ETF Holding Summary

As of 2025-06-30, Centerline Wealth Advisors, LLC held 127,225.00 shares of JPMorgan Active Value ETF(JAVA), totaling $8.33 Mil. This investment constitutes 4.09% of their stock portfolio, and Centerline Wealth Advisors, LLC now holds 0.22% of the outstanding JPMorgan Active Value ETF(JAVA) stock.

The initial trade took place in 2025Q2. And since then Centerline Wealth Advisors, LLC has made 1 purchases of JAVA, at an average price of $62.46, for a total of 127,225.00 shares. Based on historical transaction data and JAVA's current price of $66.63, Centerline Wealth Advisors, LLC's estimated gain on his JAVA holdings is $530,528.25, reflecting a 6.68% gain to date.

Centerline Wealth Advisors, LLC JAVA ($66.63) Holding Chart

Centerline Wealth Advisors, 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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