UNIQUE WEALTH, LLC JAVA Holdings History

Number of Shares
216,219.00
Current Holdings Value*
$13.74 Mil
% of Portfolio
2.6%
Total Estimate Gain
$324,328.50
% of Total Estimate Gain
2.31%

UNIQUE WEALTH, LLC's JPMorgan Active Value ETF Holding Summary

As of 2025-03-31, UNIQUE WEALTH, LLC held 216,219.00 shares of JPMorgan Active Value ETF(JAVA), totaling $13.74 Mil. This investment constitutes 2.6% of their stock portfolio, and UNIQUE WEALTH, LLC now holds 0.43% of the outstanding JPMorgan Active Value ETF(JAVA) stock.

The initial trade took place in 2025Q1. And since then UNIQUE WEALTH, LLC has made 1 purchases of JAVA, at an average price of $64.92, for a total of 216,219.00 shares. Based on historical transaction data and JAVA's current price of $66.42, UNIQUE WEALTH, LLC's estimated gain on his JAVA holdings is $324,328.50, reflecting a 2.31% gain to date.

UNIQUE WEALTH, LLC JAVA ($66.42) Holding Chart

UNIQUE WEALTH, LLC JAVA ($66.42) 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