Goelzer Investment Management, Inc. JMTG Holdings History
Goelzer Investment Management, Inc.'s JPMorgan Mortgage-Backed Securities ETF Holding Summary
As of 2025-06-30, Goelzer Investment Management, Inc. held 762,196.00 shares of JPMorgan Mortgage-Backed Securities ETF(JMTG), totaling $38.25 Mil. This investment constitutes 2.1% of their stock portfolio, and Goelzer Investment Management, Inc. now holds -% of the outstanding JPMorgan Mortgage-Backed Securities ETF(JMTG) stock.
The initial trade took place in 2025Q2. And since then Goelzer Investment Management, Inc. has made 1 purchases of JMTG, at an average price of $50.19, for a total of 762,196.00 shares. Based on historical transaction data and JMTG's current price of $49.73, Goelzer Investment Management, Inc.'s estimated gain on his JMTG holdings is $-350,610.16, reflecting a -0.92% gain to date.
Goelzer Investment Management, Inc. JMTG ($49.73) Holding Chart
Goelzer Investment Management, Inc. JMTG ($49.73) 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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