FSM Wealth Advisors, LLC JPIB Holdings History
FSM Wealth Advisors, LLC's JPMorgan International Bond Opportunities ETF Holding Summary
As of 2025-03-31, FSM Wealth Advisors, LLC held 566,825.00 shares of JPMorgan International Bond Opportunities ETF(JPIB), totaling $27.15 Mil. This investment constitutes 6.1% of their stock portfolio, and FSM Wealth Advisors, LLC now holds 4.29% of the outstanding JPMorgan International Bond Opportunities ETF(JPIB) stock.
The initial trade took place in 2022Q2. And since then FSM Wealth Advisors, LLC has made 11 purchases of JPIB, at an average price of $47.33, for a total of 566,825.00 shares. Based on historical transaction data and JPIB's current price of $48.42, FSM Wealth Advisors, LLC's estimated gain on his JPIB holdings is $616,172.22, reflecting a 2.30% gain to date.
FSM Wealth Advisors, LLC JPIB ($48.42) Holding Chart
FSM Wealth Advisors, LLC JPIB ($48.42) 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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