GREAT VALLEY ADVISOR GROUP, INC. JAVA Holdings History
Number of Shares
567,703.00
Current Holdings Value*
$36.07 Mil
% of Portfolio
0.78%
Total Estimate Gain
$828,846.38
% of Total Estimate Gain
2.25%
GREAT VALLEY ADVISOR GROUP, INC.'s JPMorgan Active Value ETF Holding Summary
As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 567,703.00 shares of JPMorgan Active Value ETF(JAVA), totaling $36.07 Mil. This investment constitutes 0.78% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 1.07% of the outstanding JPMorgan Active Value ETF(JAVA) stock.
The initial trade took place in 2025Q1. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 1 purchases of JAVA, at an average price of $64.92, for a total of 567,703.00 shares. Based on historical transaction data and JAVA's current price of $66.38, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his JAVA holdings is $828,846.38, reflecting a 2.25% gain to date.
GREAT VALLEY ADVISOR GROUP, INC. JAVA ($66.38) Holding Chart
GREAT VALLEY ADVISOR GROUP, INC. JAVA ($66.38) 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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