Number of Shares
268,975.00
Current Holdings Value*
$12.39 Mil
% of Portfolio
1.56%
Total Estimate Gain
$194,637.37
% of Total Estimate Gain
1.60%

LODESTAR PRIVATE ASSET MANAGEMENT LLC's JPMorgan Income ETF Holding Summary

As of 2025-03-31, LODESTAR PRIVATE ASSET MANAGEMENT LLC held 268,975.00 shares of JPMorgan Income ETF(JPIE), totaling $12.39 Mil. This investment constitutes 1.56% of their stock portfolio, and LODESTAR PRIVATE ASSET MANAGEMENT LLC now holds 0.37% of the outstanding JPMorgan Income ETF(JPIE) stock.

The initial trade took place in 2022Q4. And since then LODESTAR PRIVATE ASSET MANAGEMENT LLC has made 9 purchases of JPIE, at an average price of $45.32, for a total of 268,975.00 shares. Based on historical transaction data and JPIE's current price of $46.04, LODESTAR PRIVATE ASSET MANAGEMENT LLC's estimated gain on his JPIE holdings is $194,637.37, reflecting a 1.60% gain to date.

LODESTAR PRIVATE ASSET MANAGEMENT LLC JPIE ($46.04) Holding Chart

LODESTAR PRIVATE ASSET MANAGEMENT LLC JPIE ($46.04) 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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