Jessup Wealth Management, Inc JNK Holdings History
Jessup Wealth Management, Inc's SPDR Bloomberg High Yield Bond ETF Holding Summary
As of 2025-03-31, Jessup Wealth Management, Inc held 115,053.00 shares of SPDR Bloomberg High Yield Bond ETF(JNK), totaling $10.96 Mil. This investment constitutes 4.61% of their stock portfolio, and Jessup Wealth Management, Inc now holds 0.16% of the outstanding SPDR Bloomberg High Yield Bond ETF(JNK) stock.
The initial trade took place in 2022Q4. And since then Jessup Wealth Management, Inc has made 8 purchases of JNK, at an average price of $91.05, for a total of 117,193.00 shares. In addition, there have been 1 sales at an average price of $95.95 for 2,140.00 shares. Based on historical transaction data and JNK's current price of $96.70, Jessup Wealth Management, Inc's estimated gain on his JNK holdings is $661,034.98, reflecting a 6.20% gain to date.
Jessup Wealth Management, Inc JNK ($96.70) Holding Chart
Jessup Wealth Management, Inc JNK ($96.70) 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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