Number of Shares
449,842.00
Current Holdings Value*
$28.58 Mil
% of Portfolio
4.99%
Total Estimate Gain
$203,038.18
% of Total Estimate Gain
0.69%

Intellus Advisors LLC's JPMorgan Active Value ETF Holding Summary

As of 2025-03-31, Intellus Advisors LLC held 449,842.00 shares of JPMorgan Active Value ETF(JAVA), totaling $28.58 Mil. This investment constitutes 4.99% of their stock portfolio, and Intellus Advisors LLC now holds 0.84% of the outstanding JPMorgan Active Value ETF(JAVA) stock.

The initial trade took place in 2024Q4. And since then Intellus Advisors LLC has made 1 purchases of JAVA, at an average price of $65.56, for a total of 449,842.00 shares. Based on historical transaction data and JAVA's current price of $66.01, Intellus Advisors LLC's estimated gain on his JAVA holdings is $203,038.18, reflecting a 0.69% gain to date.

Intellus Advisors LLC JAVA ($66.01) Holding Chart

Intellus Advisors LLC JAVA ($66.01) 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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