Number of Shares
2.80 Mil
Current Holdings Value*
$178.16 Mil
% of Portfolio
4.5%
Total Estimate Gain
$5.05 Mil
% of Total Estimate Gain
2.77%

SAGESPRING WEALTH PARTNERS, LLC's JPMorgan Active Value ETF Holding Summary

As of 2025-03-31, SAGESPRING WEALTH PARTNERS, LLC held 2.80 Mil shares of JPMorgan Active Value ETF(JAVA), totaling $178.16 Mil. This investment constitutes 4.5% of their stock portfolio, and SAGESPRING WEALTH PARTNERS, LLC now holds 934.65% of the outstanding JPMorgan Active Value ETF(JAVA) stock.

The initial trade took place in 2025Q1. And since then SAGESPRING WEALTH PARTNERS, LLC has made 1 purchases of JAVA, at an average price of $64.92, for a total of 2.80 Mil shares. Based on historical transaction data and JAVA's current price of $66.72, SAGESPRING WEALTH PARTNERS, LLC's estimated gain on his JAVA holdings is $5.05 Mil, reflecting a 2.77% gain to date.

SAGESPRING WEALTH PARTNERS, LLC JAVA ($66.72) Holding Chart

SAGESPRING WEALTH PARTNERS, LLC JAVA ($66.72) 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 %

Top Ranked Articles

  • 1