Number of Shares
69,841.00
Current Holdings Value*
$4.44 Mil
% of Portfolio
1.23%
Total Estimate Gain
$1.65 Mil
% of Total Estimate Gain
10.99%

Crumly & Associates Inc.'s JPMorgan Active Value ETF Holding Summary

As of 2025-03-31, Crumly & Associates Inc. held 69,841.00 shares of JPMorgan Active Value ETF(JAVA), totaling $4.44 Mil. This investment constitutes 1.23% of their stock portfolio, and Crumly & Associates Inc. now holds 23.28% of the outstanding JPMorgan Active Value ETF(JAVA) stock.

The initial trade took place in 2023Q4. And since then Crumly & Associates Inc. has made 4 purchases of JAVA, at an average price of $57.61, for a total of 261,265.00 shares. In addition, there have been 2 sales at an average price of $63.97 for 191,424.00 shares. Based on historical transaction data and JAVA's current price of $63.86, Crumly & Associates Inc.'s estimated gain on his JAVA holdings is $1.65 Mil, reflecting a 10.99% gain to date.

Crumly & Associates Inc. JAVA ($63.86) Holding Chart

Crumly & Associates Inc. JAVA ($63.86) 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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