Lineweaver Wealth Advisors, LLC JPIE Holdings History
Lineweaver Wealth Advisors, LLC's JPMorgan Income ETF Holding Summary
As of 2025-06-30, Lineweaver Wealth Advisors, LLC held 502,695.00 shares of JPMorgan Income ETF(JPIE), totaling $23.28 Mil. This investment constitutes 3.68% of their stock portfolio, and Lineweaver Wealth Advisors, LLC now holds 0.58% of the outstanding JPMorgan Income ETF(JPIE) stock.
The initial trade took place in 2024Q4. And since then Lineweaver Wealth Advisors, LLC has made 3 purchases of JPIE, at an average price of $45.85, for a total of 502,695.00 shares. Based on historical transaction data and JPIE's current price of $46.21, Lineweaver Wealth Advisors, LLC's estimated gain on his JPIE holdings is $177,882.13, reflecting a 0.77% gain to date.
Lineweaver Wealth Advisors, LLC JPIE ($46.21) Holding Chart
Lineweaver Wealth Advisors, LLC JPIE ($46.21) 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
