Number of Shares
167,431.00
Current Holdings Value*
$9.75 Mil
% of Portfolio
16.62%
Total Estimate Gain
$1.60 Mil
% of Total Estimate Gain
14.69%

DWM Financial Group, Inc.'s JPMorgan Diversified Return International Equity ETF Holding Summary

As of 2020-12-31, DWM Financial Group, Inc. held 167,431.00 shares of JPMorgan Diversified Return International Equity ETF(JPIN), totaling $9.75 Mil. This investment constitutes 16.62% of their stock portfolio, and DWM Financial Group, Inc. now holds 1.16% of the outstanding JPMorgan Diversified Return International Equity ETF(JPIN) stock.

The initial trade took place in 2019Q4. And since then DWM Financial Group, Inc. has made 3 purchases of JPIN, at an average price of $53.64, for a total of 203,271.00 shares. In addition, there have been 1 sales at an average price of $51.80 for 35,840.00 shares. Based on historical transaction data and JPIN's current price of $63.59, DWM Financial Group, Inc.'s estimated gain on his JPIN holdings is $1.60 Mil, reflecting a 14.69% gain to date.

DWM Financial Group, Inc. JPIN ($63.59) Holding Chart

DWM Financial Group, Inc. JPIN ($63.59) 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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