Leverty Financial Group, LLC JPEF Holdings History
Leverty Financial Group, LLC's JPMorgan Equity Focus ETF Holding Summary
As of 2025-06-30, Leverty Financial Group, LLC held 285,994.00 shares of JPMorgan Equity Focus ETF(JPEF), totaling $20.06 Mil. This investment constitutes 5.99% of their stock portfolio, and Leverty Financial Group, LLC now holds 1.28% of the outstanding JPMorgan Equity Focus ETF(JPEF) stock.
The initial trade took place in 2025Q2. And since then Leverty Financial Group, LLC has made 1 purchases of JPEF, at an average price of $65.10, for a total of 285,994.00 shares. Based on historical transaction data and JPEF's current price of $70.70, Leverty Financial Group, LLC's estimated gain on his JPEF holdings is $1.60 Mil, reflecting a 8.60% gain to date.
Leverty Financial Group, LLC JPEF ($70.70) Holding Chart
Leverty Financial Group, LLC JPEF ($70.70) 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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