KEYVANTAGE WEALTH, LLC JGRO Holdings History
Number of Shares
155,999.00
Current Holdings Value*
$11.51 Mil
% of Portfolio
5.6%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
8.35%
KEYVANTAGE WEALTH, LLC's JPMorgan Active Growth ETF Holding Summary
As of 2025-03-31, KEYVANTAGE WEALTH, LLC held 155,999.00 shares of JPMorgan Active Growth ETF(JGRO), totaling $11.51 Mil. This investment constitutes 5.6% of their stock portfolio, and KEYVANTAGE WEALTH, LLC now holds 0.23% of the outstanding JPMorgan Active Growth ETF(JGRO) stock.
The initial trade took place in 2024Q4. And since then KEYVANTAGE WEALTH, LLC has made 1 purchases of JGRO, at an average price of $80.40, for a total of 155,999.00 shares. Based on historical transaction data and JGRO's current price of $87.12, KEYVANTAGE WEALTH, LLC's estimated gain on his JGRO holdings is $1.05 Mil, reflecting a 8.35% gain to date.
KEYVANTAGE WEALTH, LLC JGRO ($87.12) Holding Chart
KEYVANTAGE WEALTH, 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 % |
Top Ranked Articles
- 1