Number of Shares
194,874.00
Current Holdings Value*
$12.38 Mil
% of Portfolio
6.03%
Total Estimate Gain
$249,683.32
% of Total Estimate Gain
1.97%

KEYVANTAGE WEALTH, LLC's JPMorgan Active Value ETF Holding Summary

As of 2025-03-31, KEYVANTAGE WEALTH, LLC held 194,874.00 shares of JPMorgan Active Value ETF(JAVA), totaling $12.38 Mil. This investment constitutes 6.03% of their stock portfolio, and KEYVANTAGE WEALTH, LLC now holds 0.37% of the outstanding JPMorgan Active Value ETF(JAVA) stock.

The initial trade took place in 2024Q4. And since then KEYVANTAGE WEALTH, LLC has made 1 purchases of JAVA, at an average price of $64.97, for a total of 194,874.00 shares. Based on historical transaction data and JAVA's current price of $66.25, KEYVANTAGE WEALTH, LLC's estimated gain on his JAVA holdings is $249,683.32, reflecting a 1.97% gain to date.

KEYVANTAGE WEALTH, LLC JAVA ($66.25) Holding Chart

KEYVANTAGE WEALTH, LLC JAVA ($66.25) 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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