GREAT VALLEY ADVISOR GROUP, INC. JGRO Holdings History
Number of Shares
656,939.00
Current Holdings Value*
$48.48 Mil
% of Portfolio
1.04%
Total Estimate Gain
$5.49 Mil
% of Total Estimate Gain
10.61%
GREAT VALLEY ADVISOR GROUP, INC.'s JPMorgan Active Growth ETF Holding Summary
As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 656,939.00 shares of JPMorgan Active Growth ETF(JGRO), totaling $48.48 Mil. This investment constitutes 1.04% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 0.95% of the outstanding JPMorgan Active Growth ETF(JGRO) stock.
The initial trade took place in 2024Q2. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 4 purchases of JGRO, at an average price of $78.76, for a total of 656,939.00 shares. Based on historical transaction data and JGRO's current price of $87.12, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his JGRO holdings is $5.49 Mil, reflecting a 10.61% gain to date.
GREAT VALLEY ADVISOR GROUP, INC. JGRO ($87.12) Holding Chart
GREAT VALLEY ADVISOR GROUP, INC. JGRO ($87.12) 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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