WCG Wealth Advisors LLC JAVA Holdings History
WCG Wealth Advisors LLC's JPMorgan Active Value ETF Holding Summary
As of 2025-03-31, WCG Wealth Advisors LLC held 412,633.00 shares of JPMorgan Active Value ETF(JAVA), totaling $26.22 Mil. This investment constitutes 2.01% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0.77% of the outstanding JPMorgan Active Value ETF(JAVA) stock.
The initial trade took place in 2024Q2. And since then WCG Wealth Advisors LLC has made 4 purchases of JAVA, at an average price of $64.13, for a total of 412,633.00 shares. Based on historical transaction data and JAVA's current price of $66.48, WCG Wealth Advisors LLC's estimated gain on his JAVA holdings is $970,914.29, reflecting a 3.67% gain to date.
WCG Wealth Advisors LLC JAVA ($66.48) Holding Chart
WCG Wealth Advisors LLC JAVA ($66.48) 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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