Altus Wealth Management, LLC JPIE Holdings History
Altus Wealth Management, LLC's JPMorgan Income ETF Holding Summary
As of 2025-06-30, Altus Wealth Management, LLC held 40,201.00 shares of JPMorgan Income ETF(JPIE), totaling $1.86 Mil. This investment constitutes 0.89% of their stock portfolio, and Altus Wealth Management, LLC now holds 0.04% of the outstanding JPMorgan Income ETF(JPIE) stock.
The initial trade took place in 2023Q3. And since then Altus Wealth Management, LLC has made 7 purchases of JPIE, at an average price of $45.29, for a total of 40,544.00 shares. In addition, there have been 1 sales at an average price of $45.22 for 343.00 shares. Based on historical transaction data and JPIE's current price of $46.20, Altus Wealth Management, LLC's estimated gain on his JPIE holdings is $36,527.32, reflecting a 1.99% gain to date.
Altus Wealth Management, LLC JPIE ($46.20) Holding Chart
Altus Wealth Management, LLC JPIE ($46.20) 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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