Addison Capital Co JPIE Holdings History
Number of Shares
28,383.00
Current Holdings Value*
$1.31 Mil
% of Portfolio
0.51%
Total Estimate Gain
$14,653.09
% of Total Estimate Gain
1.13%
Addison Capital Co's JPMorgan Income ETF Holding Summary
As of 2025-03-31, Addison Capital Co held 28,383.00 shares of JPMorgan Income ETF(JPIE), totaling $1.31 Mil. This investment constitutes 0.51% of their stock portfolio, and Addison Capital Co now holds 0.03% of the outstanding JPMorgan Income ETF(JPIE) stock.
The initial trade took place in 2024Q2. And since then Addison Capital Co has made 4 purchases of JPIE, at an average price of $45.75, for a total of 28,383.00 shares. Based on historical transaction data and JPIE's current price of $46.27, Addison Capital Co's estimated gain on his JPIE holdings is $14,653.09, reflecting a 1.13% gain to date.
Addison Capital Co JPIE ($46.27) Holding Chart
Addison Capital Co JPIE ($46.27) 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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