WCG Wealth Advisors LLC JGRO Holdings History
WCG Wealth Advisors LLC's JPMorgan Active Growth ETF Holding Summary
As of 2025-03-31, WCG Wealth Advisors LLC held 361,285.00 shares of JPMorgan Active Growth ETF(JGRO), totaling $26.66 Mil. This investment constitutes 2.04% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0.52% of the outstanding JPMorgan Active Growth ETF(JGRO) stock.
The initial trade took place in 2024Q2. And since then WCG Wealth Advisors LLC has made 4 purchases of JGRO, at an average price of $78.06, for a total of 361,285.00 shares. Based on historical transaction data and JGRO's current price of $87.12, WCG Wealth Advisors LLC's estimated gain on his JGRO holdings is $3.27 Mil, reflecting a 11.61% gain to date.
WCG Wealth Advisors LLC JGRO ($87.12) Holding Chart
WCG Wealth Advisors LLC JGRO ($87.12) 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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