FMA Wealth Management, LLC JPIE Holdings History
FMA Wealth Management, LLC's JPMorgan Income ETF Holding Summary
As of 2025-06-30, FMA Wealth Management, LLC held 262,258.00 shares of JPMorgan Income ETF(JPIE), totaling $12.15 Mil. This investment constitutes 8.99% of their stock portfolio, and FMA Wealth Management, LLC now holds 0.29% of the outstanding JPMorgan Income ETF(JPIE) stock.
The initial trade took place in 2023Q4. And since then FMA Wealth Management, LLC has made 5 purchases of JPIE, at an average price of $45.15, for a total of 294,351.00 shares. In addition, there have been 1 sales at an average price of $45.22 for 32,093.00 shares. Based on historical transaction data and JPIE's current price of $46.16, FMA Wealth Management, LLC's estimated gain on his JPIE holdings is $266,493.94, reflecting a 2.01% gain to date.
FMA Wealth Management, LLC JPIE ($46.16) Holding Chart
FMA Wealth Management, LLC JPIE ($46.16) 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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