Number of Shares
459,330.00
Current Holdings Value*
$22.28 Mil
% of Portfolio
2.94%
Total Estimate Gain
$224,036.91
% of Total Estimate Gain
1.02%

Goldstone Financial Group, LLC's JPMorgan International Bond Opportunities ETF Holding Summary

As of 2025-06-30, Goldstone Financial Group, LLC held 459,330.00 shares of JPMorgan International Bond Opportunities ETF(JPIB), totaling $22.28 Mil. This investment constitutes 2.94% of their stock portfolio, and Goldstone Financial Group, LLC now holds 2.51% of the outstanding JPMorgan International Bond Opportunities ETF(JPIB) stock.

The initial trade took place in 2024Q4. And since then Goldstone Financial Group, LLC has made 3 purchases of JPIB, at an average price of $47.97, for a total of 459,330.00 shares. Based on historical transaction data and JPIB's current price of $48.46, Goldstone Financial Group, LLC's estimated gain on his JPIB holdings is $224,036.91, reflecting a 1.02% gain to date.

Goldstone Financial Group, LLC JPIB ($48.46) Holding Chart

Goldstone Financial Group, LLC JPIB ($48.46) 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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