Number of Shares
166,610.00
Current Holdings Value*
$10.59 Mil
% of Portfolio
5.91%
Total Estimate Gain
$706,719.00
% of Total Estimate Gain
6.83%

Resolute Wealth Strategies, LLC's JPMorgan Active Value ETF Holding Summary

As of 2025-03-31, Resolute Wealth Strategies, LLC held 166,610.00 shares of JPMorgan Active Value ETF(JAVA), totaling $10.59 Mil. This investment constitutes 5.91% of their stock portfolio, and Resolute Wealth Strategies, LLC now holds 0.31% of the outstanding JPMorgan Active Value ETF(JAVA) stock.

The initial trade took place in 2024Q1. And since then Resolute Wealth Strategies, LLC has made 5 purchases of JAVA, at an average price of $62.07, for a total of 166,610.00 shares. Based on historical transaction data and JAVA's current price of $66.31, Resolute Wealth Strategies, LLC's estimated gain on his JAVA holdings is $706,719.00, reflecting a 6.83% gain to date.

Resolute Wealth Strategies, LLC JAVA ($66.31) Holding Chart

Resolute Wealth Strategies, LLC JAVA ($66.31) 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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