Ipsen Advisor Group LLC JPSE Holdings History
Ipsen Advisor Group LLC's JPMorgan Diversified Return U.S. Small Cap Equity ETF Holding Summary
As of 2025-03-31, Ipsen Advisor Group LLC held 106,947.00 shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF(JPSE), totaling $4.66 Mil. This investment constitutes 4.01% of their stock portfolio, and Ipsen Advisor Group LLC now holds 1.05% of the outstanding JPMorgan Diversified Return U.S. Small Cap Equity ETF(JPSE) stock.
The initial trade took place in 2022Q4. And since then Ipsen Advisor Group LLC has made 2 purchases of JPSE, at an average price of $47.73, for a total of 106,947.00 shares. Based on historical transaction data and JPSE's current price of $46.29, Ipsen Advisor Group LLC's estimated gain on his JPSE holdings is $-154,065.94, reflecting a -3.02% gain to date.
Ipsen Advisor Group LLC JPSE ($46.29) Holding Chart
Ipsen Advisor Group LLC JPSE ($46.29) 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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