Number of Shares
920,066.00
Current Holdings Value*
$49.31 Mil
% of Portfolio
5.91%
Total Estimate Gain
$56,779.19
% of Total Estimate Gain
0.12%
LVZ, Inc.'s JP MORGAN ETF TRUS Holding Summary
As of 2025-06-30, LVZ, Inc. held 920,066.00 shares of JP MORGAN ETF TRUS(JBND), totaling $49.31 Mil. This investment constitutes 5.91% of their stock portfolio, and LVZ, Inc. now holds 2.07% of the outstanding JP MORGAN ETF TRUS(JBND) stock.
The initial trade took place in 2024Q4. And since then LVZ, Inc. has made 3 purchases of JBND, at an average price of $53.06, for a total of 920,066.00 shares. Based on historical transaction data and JBND's current price of $53.12, LVZ, Inc.'s estimated gain on his JBND holdings is $56,779.19, reflecting a 0.12% gain to date.
LVZ, Inc. JBND ($53.12) Holding Chart
LVZ, Inc. JBND ($53.12) 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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