Daniels&Tansey,LLP JPHY Holdings History
Daniels&Tansey,LLP's JPMorgan Active High Yield ETF Holding Summary
As of 2023-09-30, Daniels&Tansey,LLP held 82,949.00 shares of JPMorgan Active High Yield ETF(JPHY), totaling $35.46 Mil. This investment constitutes 12.29% of their stock portfolio, and Daniels&Tansey,LLP now holds 1.17% of the outstanding JPMorgan Active High Yield ETF(JPHY) stock.
The initial trade took place in 2023Q1. And since then Daniels&Tansey,LLP has made 2 purchases of JPHY, at an average price of $44.46, for a total of 83,006.00 shares. In addition, there have been 1 sales at an average price of $44.33 for 57.00 shares. Based on historical transaction data and JPHY's current price of $50.67, Daniels&Tansey,LLP's estimated gain on his JPHY holdings is $514,458.71, reflecting a 13.94% gain to date.
Daniels&Tansey,LLP JPHY ($50.67) Holding Chart
Daniels&Tansey,LLP JPHY ($50.67) 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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