Capital A Wealth Management, LLC JPRE Holdings History
Capital A Wealth Management, LLC's JPMorgan Realty Income ETF Holding Summary
As of 2025-03-31, Capital A Wealth Management, LLC held 113,982.00 shares of JPMorgan Realty Income ETF(JPRE), totaling $5.49 Mil. This investment constitutes 5.76% of their stock portfolio, and Capital A Wealth Management, LLC now holds 1.3% of the outstanding JPMorgan Realty Income ETF(JPRE) stock.
The initial trade took place in 2025Q1. And since then Capital A Wealth Management, LLC has made 1 purchases of JPRE, at an average price of $47.89, for a total of 113,982.00 shares. Based on historical transaction data and JPRE's current price of $49.08, Capital A Wealth Management, LLC's estimated gain on his JPRE holdings is $135,638.58, reflecting a 2.48% gain to date.
Capital A Wealth Management, LLC JPRE ($49.08) Holding Chart
Capital A Wealth Management, LLC JPRE ($49.08) 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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