Goldstein Advisors, LLC JGRO Holdings History
Goldstein Advisors, LLC's JPMorgan Active Growth ETF Holding Summary
As of 2025-03-31, Goldstein Advisors, LLC held 713,774.00 shares of JPMorgan Active Growth ETF(JGRO), totaling $52.67 Mil. This investment constitutes 7.7% of their stock portfolio, and Goldstein Advisors, LLC now holds 237.92% of the outstanding JPMorgan Active Growth ETF(JGRO) stock.
The initial trade took place in 2022Q4. And since then Goldstein Advisors, LLC has made 8 purchases of JGRO, at an average price of $63.88, for a total of 726,256.00 shares. In addition, there have been 1 sales at an average price of $66.26 for 12,482.00 shares. Based on historical transaction data and JGRO's current price of $87.12, Goldstein Advisors, LLC's estimated gain on his JGRO holdings is $16.61 Mil, reflecting a 35.81% gain to date.
Goldstein Advisors, LLC JGRO ($87.12) Holding Chart
Goldstein Advisors, LLC 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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