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 %

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