Number of Shares
145,081.00
Current Holdings Value*
$8.12 Mil
% of Portfolio
2.95%
Total Estimate Gain
$332,278.57
% of Total Estimate Gain
3.91%

Bond & Devick Financial Network, Inc.'s JPMorgan Small & Mid Cap Enhanced Equity ETF Holding Summary

As of 2025-03-31, Bond & Devick Financial Network, Inc. held 145,081.00 shares of JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE), totaling $8.12 Mil. This investment constitutes 2.95% of their stock portfolio, and Bond & Devick Financial Network, Inc. now holds 0.48% of the outstanding JPMorgan Small & Mid Cap Enhanced Equity ETF(JMEE) stock.

The initial trade took place in 2022Q4. And since then Bond & Devick Financial Network, Inc. has made 8 purchases of JMEE, at an average price of $58.58, for a total of 145,081.00 shares. Based on historical transaction data and JMEE's current price of $60.87, Bond & Devick Financial Network, Inc.'s estimated gain on his JMEE holdings is $332,278.57, reflecting a 3.91% gain to date.

Bond & Devick Financial Network, Inc. JMEE ($60.87) Holding Chart

Bond & Devick Financial Network, Inc. JMEE ($60.87) 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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