Convergence Financial, LLC JAVA Holdings History
Convergence Financial, LLC's JPMorgan Active Value ETF Holding Summary
As of 2025-03-31, Convergence Financial, LLC held 312,592.00 shares of JPMorgan Active Value ETF(JAVA), totaling $19.86 Mil. This investment constitutes 3.9% of their stock portfolio, and Convergence Financial, LLC now holds 104.2% of the outstanding JPMorgan Active Value ETF(JAVA) stock.
The initial trade took place in 2023Q4. And since then Convergence Financial, LLC has made 6 purchases of JAVA, at an average price of $54.96, for a total of 312,592.00 shares. Based on historical transaction data and JAVA's current price of $66.72, Convergence Financial, LLC's estimated gain on his JAVA holdings is $3.68 Mil, reflecting a 21.39% gain to date.
Convergence Financial, LLC JAVA ($66.72) Holding Chart
Convergence Financial, LLC JAVA ($66.72) 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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