Element Wealth, LLC JPIE Holdings History
Element Wealth, LLC's JPMorgan Income ETF Holding Summary
As of 2025-03-31, Element Wealth, LLC held 25,288.00 shares of JPMorgan Income ETF(JPIE), totaling $1.17 Mil. This investment constitutes 0.62% of their stock portfolio, and Element Wealth, LLC now holds 0.03% of the outstanding JPMorgan Income ETF(JPIE) stock.
The initial trade took place in 2024Q4. And since then Element Wealth, LLC has made 2 purchases of JPIE, at an average price of $45.85, for a total of 25,288.00 shares. Based on historical transaction data and JPIE's current price of $46.27, Element Wealth, LLC's estimated gain on his JPIE holdings is $10,610.00, reflecting a 0.92% gain to date.
Element Wealth, LLC JPIE ($46.27) Holding Chart
Element Wealth, LLC JPIE ($46.27) 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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