Matrix Advisors Value ETF JPM Holdings History
Number of Shares
14,050.00
Current Holdings Value*
$3.45 Mil
% of Portfolio
5.18%
Total Estimate Gain
$433,864.00
% of Total Estimate Gain
12.11%
Matrix Advisors Value ETF's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Matrix Advisors Value ETF held 14,050.00 shares of JPMorgan Chase & Co(JPM), totaling $3.45 Mil. This investment constitutes 5.18% of their stock portfolio, and Matrix Advisors Value ETF now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and JPM's current price of $285.82, Matrix Advisors Value ETF's estimated gain on his JPM holdings is $433,864.00, reflecting a 12.11% gain to date.
Matrix Advisors Value ETF JPM ($285.82) Holding Chart
Matrix Advisors Value ETF JPM ($285.82) 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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