Number of Shares
121,196.00
Current Holdings Value*
$5.89 Mil
% of Portfolio
3.67%
Total Estimate Gain
$91,610.06
% of Total Estimate Gain
1.58%

Broadway Wealth Solutions, Inc.'s JPMorgan International Bond Opportunities ETF Holding Summary

As of 2025-06-30, Broadway Wealth Solutions, Inc. held 121,196.00 shares of JPMorgan International Bond Opportunities ETF(JPIB), totaling $5.89 Mil. This investment constitutes 3.67% of their stock portfolio, and Broadway Wealth Solutions, Inc. now holds 0.63% of the outstanding JPMorgan International Bond Opportunities ETF(JPIB) stock.

The initial trade took place in 2024Q4. And since then Broadway Wealth Solutions, Inc. has made 2 purchases of JPIB, at an average price of $47.83, for a total of 121,196.00 shares. Based on historical transaction data and JPIB's current price of $48.59, Broadway Wealth Solutions, Inc.'s estimated gain on his JPIB holdings is $91,610.06, reflecting a 1.58% gain to date.

Broadway Wealth Solutions, Inc. JPIB ($48.59) Holding Chart

Broadway Wealth Solutions, Inc. JPIB ($48.59) 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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