Blue Oak Capital, LLC JPIE Holdings History
Blue Oak Capital, LLC's JPMorgan Income ETF Holding Summary
As of 2025-06-30, Blue Oak Capital, LLC held 102,554.00 shares of JPMorgan Income ETF(JPIE), totaling $4.75 Mil. This investment constitutes 2.5% of their stock portfolio, and Blue Oak Capital, LLC now holds 0.11% of the outstanding JPMorgan Income ETF(JPIE) stock.
The initial trade took place in 2024Q4. And since then Blue Oak Capital, LLC has made 1 purchases of JPIE, at an average price of $45.85, for a total of 125,931.00 shares. In addition, there have been 1 sales at an average price of $45.82 for 23,377.00 shares. Based on historical transaction data and JPIE's current price of $46.18, Blue Oak Capital, LLC's estimated gain on his JPIE holdings is $33,143.61, reflecting a 0.57% gain to date.
Blue Oak Capital, LLC JPIE ($46.18) Holding Chart
Blue Oak Capital, LLC JPIE ($46.18) 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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