Tyler-Stone Wealth Management JAVA Holdings History
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 $66.72, Tyler-Stone Wealth Management's estimated gain on his JAVA holdings is $1.30 Mil, reflecting a 10.98% gain to date.
Tyler-Stone Wealth Management JAVA ($66.72) Holding Chart
Tyler-Stone Wealth Management 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 % | |||
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