WNY Asset Management, LLC JAVA Holdings History
WNY Asset Management, LLC's JPMorgan Active Value ETF Holding Summary
As of 2025-03-31, WNY Asset Management, LLC held 437,826.00 shares of JPMorgan Active Value ETF(JAVA), totaling $27.82 Mil. This investment constitutes 3.31% of their stock portfolio, and WNY Asset Management, LLC now holds 0.82% of the outstanding JPMorgan Active Value ETF(JAVA) stock.
The initial trade took place in 2022Q3. And since then WNY Asset Management, LLC has made 7 purchases of JAVA, at an average price of $53.30, for a total of 564,185.00 shares. In addition, there have been 4 sales at an average price of $60.91 for 126,359.00 shares. Based on historical transaction data and JAVA's current price of $66.72, WNY Asset Management, LLC's estimated gain on his JAVA holdings is $6.84 Mil, reflecting a 22.74% gain to date.
WNY Asset Management, LLC JAVA ($66.72) Holding Chart
WNY Asset Management, LLC 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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