Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-838,657.61
% of Total Estimate Gain
-10.09%

Windsor Capital Management, LLC's JPMorgan Active High Yield ETF Holding Summary

As of 2025-06-30, Windsor Capital Management, LLC held - shares of JPMorgan Active High Yield ETF(JPHY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Windsor Capital Management, LLC now holds -% of the outstanding JPMorgan Active High Yield ETF(JPHY) stock.

The initial trade took place in 2021Q2. And since then Windsor Capital Management, LLC has made 7 purchases of JPHY, at an average price of $50.89, for a total of 163,267.00 shares. In addition, there have been 10 sales at an average price of $45.75 for 163,267.00 shares. Based on historical transaction data and JPHY's current price of $50.48, Windsor Capital Management, LLC's estimated gain on his JPHY holdings is $-838,657.61, reflecting a -10.09% gain to date.

Windsor Capital Management, LLC JPHY ($50.48) Holding Chart

Windsor Capital Management, LLC JPHY ($50.48) 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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