Wagner Wealth Management, LLC JGRO Holdings History
Wagner Wealth Management, LLC's JPMorgan Active Growth ETF Holding Summary
As of 2025-03-31, Wagner Wealth Management, LLC held 169,338.00 shares of JPMorgan Active Growth ETF(JGRO), totaling $12.50 Mil. This investment constitutes 3.11% of their stock portfolio, and Wagner Wealth Management, LLC now holds 56.45% of the outstanding JPMorgan Active Growth ETF(JGRO) stock.
The initial trade took place in 2022Q3. And since then Wagner Wealth Management, LLC has made 10 purchases of JGRO, at an average price of $51.88, for a total of 169,459.00 shares. In addition, there have been 1 sales at an average price of $56.90 for 121.00 shares. Based on historical transaction data and JGRO's current price of $85.90, Wagner Wealth Management, LLC's estimated gain on his JGRO holdings is $5.76 Mil, reflecting a 65.53% gain to date.
Wagner Wealth Management, LLC JGRO ($85.90) Holding Chart
Wagner Wealth Management, LLC JGRO ($85.90) 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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