Number of Shares
196,597.00
Current Holdings Value*
$12.49 Mil
% of Portfolio
2.24%
Total Estimate Gain
$1.36 Mil
% of Total Estimate Gain
11.51%

Tyler-Stone Wealth Management's JPMorgan Active Value ETF Holding Summary

As of 2025-03-31, Tyler-Stone Wealth Management held 196,597.00 shares of JPMorgan Active Value ETF(JAVA), totaling $12.49 Mil. This investment constitutes 2.24% of their stock portfolio, and Tyler-Stone Wealth Management now holds 0.37% of the outstanding JPMorgan Active Value ETF(JAVA) stock.

The initial trade took place in 2023Q2. And since then Tyler-Stone Wealth Management has made 8 purchases of JAVA, at an average price of $60.12, for a total of 196,597.00 shares. Based on historical transaction data and JAVA's current price of $67.04, Tyler-Stone Wealth Management's estimated gain on his JAVA holdings is $1.36 Mil, reflecting a 11.51% gain to date.

Tyler-Stone Wealth Management JAVA ($67.04) Holding Chart

Tyler-Stone Wealth Management JAVA ($67.04) 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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