FSM Wealth Advisors, LLC JAVA Holdings History
FSM Wealth Advisors, LLC's JPMorgan Active Value ETF Holding Summary
As of 2025-03-31, FSM Wealth Advisors, LLC held 368,658.00 shares of JPMorgan Active Value ETF(JAVA), totaling $23.42 Mil. This investment constitutes 5.27% of their stock portfolio, and FSM Wealth Advisors, LLC now holds 122.89% of the outstanding JPMorgan Active Value ETF(JAVA) stock.
The initial trade took place in 2022Q3. And since then FSM Wealth Advisors, LLC has made 11 purchases of JAVA, at an average price of $55.36, for a total of 368,658.00 shares. Based on historical transaction data and JAVA's current price of $66.30, FSM Wealth Advisors, LLC's estimated gain on his JAVA holdings is $4.03 Mil, reflecting a 19.76% gain to date.
FSM Wealth Advisors, LLC JAVA ($66.30) Holding Chart
FSM Wealth Advisors, LLC JAVA ($66.30) 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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