Triangle Securities Wealth Management JAVA Holdings History
Triangle Securities Wealth Management's JPMorgan Active Value ETF Holding Summary
As of 2025-06-30, Triangle Securities Wealth Management held 240,257.00 shares of JPMorgan Active Value ETF(JAVA), totaling $15.74 Mil. This investment constitutes 3.87% of their stock portfolio, and Triangle Securities Wealth Management now holds 0.43% of the outstanding JPMorgan Active Value ETF(JAVA) stock.
The initial trade took place in 2023Q3. And since then Triangle Securities Wealth Management has made 7 purchases of JAVA, at an average price of $60.73, for a total of 240,257.00 shares. Based on historical transaction data and JAVA's current price of $66.49, Triangle Securities Wealth Management's estimated gain on his JAVA holdings is $1.38 Mil, reflecting a 9.48% gain to date.
Triangle Securities Wealth Management JAVA ($66.49) Holding Chart
Triangle Securities Wealth Management JAVA ($66.49) 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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