Morey & Quinn Wealth Partners, LLC JGRO Holdings History
Number of Shares
6,035.00
Current Holdings Value*
$445,320.00
% of Portfolio
0.37%
Total Estimate Gain
$40,555.20
% of Total Estimate Gain
8.36%
Morey & Quinn Wealth Partners, LLC's JPMorgan Active Growth ETF Holding Summary
As of 2025-03-31, Morey & Quinn Wealth Partners, LLC held 6,035.00 shares of JPMorgan Active Growth ETF(JGRO), totaling $445,320.00. This investment constitutes 0.37% of their stock portfolio, and Morey & Quinn Wealth Partners, LLC now holds 2.01% of the outstanding JPMorgan Active Growth ETF(JGRO) stock.
The initial trade took place in 2025Q1. And since then Morey & Quinn Wealth Partners, LLC has made 1 purchases of JGRO, at an average price of $80.40, for a total of 6,035.00 shares. Based on historical transaction data and JGRO's current price of $87.12, Morey & Quinn Wealth Partners, LLC's estimated gain on his JGRO holdings is $40,555.20, reflecting a 8.36% gain to date.
Morey & Quinn Wealth Partners, LLC JGRO ($87.12) Holding Chart
Morey & Quinn Wealth Partners, 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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