Koss-Olinger Consulting, LLC JPSE Holdings History
Koss-Olinger Consulting, LLC's JPMorgan Diversified Return U.S. Small Cap Equity ETF Holding Summary
As of 2025-03-31, Koss-Olinger Consulting, LLC held 1.27 Mil shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF(JPSE), totaling $55.27 Mil. This investment constitutes 4.66% of their stock portfolio, and Koss-Olinger Consulting, LLC now holds 12.46% of the outstanding JPMorgan Diversified Return U.S. Small Cap Equity ETF(JPSE) stock.
The initial trade took place in 2021Q2. And since then Koss-Olinger Consulting, LLC has made 13 purchases of JPSE, at an average price of $43.04, for a total of 2.42 Mil shares. In addition, there have been 3 sales at an average price of $43.15 for 1.15 Mil shares. Based on historical transaction data and JPSE's current price of $46.11, Koss-Olinger Consulting, LLC's estimated gain on his JPSE holdings is $4.02 Mil, reflecting a 3.86% gain to date.
Koss-Olinger Consulting, LLC JPSE ($46.11) Holding Chart
Koss-Olinger Consulting, LLC JPSE ($46.11) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
