MN Wealth Advisors, LLC JGRO Holdings History
MN Wealth Advisors, LLC's JPMorgan Active Growth ETF Holding Summary
As of 2025-03-31, MN Wealth Advisors, LLC held 112,947.00 shares of JPMorgan Active Growth ETF(JGRO), totaling $8.33 Mil. This investment constitutes 4.9% of their stock portfolio, and MN Wealth Advisors, LLC now holds 37.65% of the outstanding JPMorgan Active Growth ETF(JGRO) stock.
The initial trade took place in 2023Q4. And since then MN Wealth Advisors, LLC has made 3 purchases of JGRO, at an average price of $62.35, for a total of 128,446.00 shares. In addition, there have been 2 sales at an average price of $67.13 for 15,499.00 shares. Based on historical transaction data and JGRO's current price of $86.35, MN Wealth Advisors, LLC's estimated gain on his JGRO holdings is $2.79 Mil, reflecting a 34.78% gain to date.
MN Wealth Advisors, LLC JGRO ($86.35) Holding Chart
MN Wealth Advisors, LLC JGRO ($86.35) 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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