Number of Shares
4,699.00
Current Holdings Value*
$298,600.00
% of Portfolio
0.97%
Total Estimate Gain
$8,035.29
% of Total Estimate Gain
2.63%

Independence Asset Advisors, LLC's JPMorgan Active Value ETF Holding Summary

As of 2025-03-31, Independence Asset Advisors, LLC held 4,699.00 shares of JPMorgan Active Value ETF(JAVA), totaling $298,600.00. This investment constitutes 0.97% of their stock portfolio, and Independence Asset Advisors, LLC now holds 1.57% of the outstanding JPMorgan Active Value ETF(JAVA) stock.

The initial trade took place in 2025Q1. And since then Independence Asset Advisors, LLC has made 1 purchases of JAVA, at an average price of $64.92, for a total of 4,699.00 shares. Based on historical transaction data and JAVA's current price of $66.63, Independence Asset Advisors, LLC's estimated gain on his JAVA holdings is $8,035.29, reflecting a 2.63% gain to date.

Independence Asset Advisors, LLC JAVA ($66.63) Holding Chart

Independence Asset Advisors, LLC JAVA ($66.63) 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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