Number of Shares
84,738.00
Current Holdings Value*
$3.90 Mil
% of Portfolio
1.63%
Total Estimate Gain
$21,722.71
% of Total Estimate Gain
0.54%

First Citizens Financial Corp's JPMorgan Income ETF Holding Summary

As of 2026-06-30, First Citizens Financial Corp held 84,738.00 shares of JPMorgan Income ETF(JPIE), totaling $3.90 Mil. This investment constitutes 1.63% of their stock portfolio, and First Citizens Financial Corp now holds 0.04% of the outstanding JPMorgan Income ETF(JPIE) stock.

The initial trade took place in 2023Q2. And since then First Citizens Financial Corp has made 11 purchases of JPIE, at an average price of $45.67, for a total of 87,864.00 shares. In addition, there have been 2 sales at an average price of $45.83 for 3,126.00 shares. Based on historical transaction data and JPIE's current price of $45.92, First Citizens Financial Corp's estimated gain on his JPIE holdings is $21,722.71, reflecting a 0.54% gain to date.

First Citizens Financial Corp JPIE ($45.92) Holding Chart

First Citizens Financial Corp JPIE ($45.92) 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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