Guided Capital Wealth Management, LLC JGRO Holdings History
Guided Capital Wealth Management, LLC's JPMorgan Active Growth ETF Holding Summary
As of 2025-06-30, Guided Capital Wealth Management, LLC held 87,618.00 shares of JPMorgan Active Growth ETF(JGRO), totaling $7.54 Mil. This investment constitutes 5.81% of their stock portfolio, and Guided Capital Wealth Management, LLC now holds 0.12% of the outstanding JPMorgan Active Growth ETF(JGRO) stock.
The initial trade took place in 2024Q4. And since then Guided Capital Wealth Management, LLC has made 1 purchases of JGRO, at an average price of $80.43, for a total of 88,258.00 shares. In addition, there have been 1 sales at an average price of $77.68 for 640.00 shares. Based on historical transaction data and JGRO's current price of $87.12, Guided Capital Wealth Management, LLC's estimated gain on his JGRO holdings is $584,050.08, reflecting a 8.23% gain to date.
Guided Capital Wealth Management, LLC JGRO ($87.12) Holding Chart
Guided Capital Wealth Management, 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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