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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