MN Wealth Advisors, LLC JAVA Holdings History
MN Wealth Advisors, LLC's JPMorgan Active Value ETF Holding Summary
As of 2025-03-31, MN Wealth Advisors, LLC held 123,706.00 shares of JPMorgan Active Value ETF(JAVA), totaling $7.86 Mil. This investment constitutes 4.62% of their stock portfolio, and MN Wealth Advisors, LLC now holds 41.24% of the outstanding JPMorgan Active Value ETF(JAVA) stock.
The initial trade took place in 2023Q4. And since then MN Wealth Advisors, LLC has made 3 purchases of JAVA, at an average price of $56.01, for a total of 142,021.00 shares. In addition, there have been 2 sales at an average price of $61.04 for 18,315.00 shares. Based on historical transaction data and JAVA's current price of $66.23, MN Wealth Advisors, LLC's estimated gain on his JAVA holdings is $1.36 Mil, reflecting a 17.06% gain to date.
MN Wealth Advisors, LLC JAVA ($66.23) Holding Chart
MN Wealth Advisors, LLC JAVA ($66.23) 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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