Choice Wealth Advisors, LLC JMTG Holdings History
Choice Wealth Advisors, LLC's JPMorgan Mortgage-Backed Securities ETF Holding Summary
As of 2025-06-30, Choice Wealth Advisors, LLC held 312,589.00 shares of JPMorgan Mortgage-Backed Securities ETF(JMTG), totaling $15.69 Mil. This investment constitutes 7.09% of their stock portfolio, and Choice Wealth Advisors, LLC now holds -% of the outstanding JPMorgan Mortgage-Backed Securities ETF(JMTG) stock.
The initial trade took place in 2025Q2. And since then Choice Wealth Advisors, LLC has made 1 purchases of JMTG, at an average price of $50.19, for a total of 312,589.00 shares. Based on historical transaction data and JMTG's current price of $49.73, Choice Wealth Advisors, LLC's estimated gain on his JMTG holdings is $-143,790.94, reflecting a -0.92% gain to date.
Choice Wealth Advisors, LLC JMTG ($49.73) Holding Chart
Choice Wealth Advisors, LLC JMTG ($49.73) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
