Number of Shares
97,306.00
Current Holdings Value*
$6.54 Mil
% of Portfolio
4.03%
Total Estimate Gain
$1.81 Mil
% of Total Estimate Gain
27.12%

Foundry Financial Group, Inc.'s JPMorgan U.S. Tech Leaders ETF Holding Summary

As of 2025-03-31, Foundry Financial Group, Inc. held 97,306.00 shares of JPMorgan U.S. Tech Leaders ETF(JTEK), totaling $6.54 Mil. This investment constitutes 4.03% of their stock portfolio, and Foundry Financial Group, Inc. now holds 0.47% of the outstanding JPMorgan U.S. Tech Leaders ETF(JTEK) stock.

The initial trade took place in 2024Q2. And since then Foundry Financial Group, Inc. has made 3 purchases of JTEK, at an average price of $65.62, for a total of 101,570.00 shares. In addition, there have been 1 sales at an average price of $74.27 for 4,264.00 shares. Based on historical transaction data and JTEK's current price of $83.82, Foundry Financial Group, Inc.'s estimated gain on his JTEK holdings is $1.81 Mil, reflecting a 27.12% gain to date.

Foundry Financial Group, Inc. JTEK ($83.82) Holding Chart

Foundry Financial Group, Inc. JTEK ($83.82) 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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