Number of Shares
215,099.00
Current Holdings Value*
$9.91 Mil
% of Portfolio
6.97%
Total Estimate Gain
$47,553.39
% of Total Estimate Gain
0.48%

NavPoint Financial, Inc.'s JPMorgan Income ETF Holding Summary

As of 2025-03-31, NavPoint Financial, Inc. held 215,099.00 shares of JPMorgan Income ETF(JPIE), totaling $9.91 Mil. This investment constitutes 6.97% of their stock portfolio, and NavPoint Financial, Inc. now holds 0.3% of the outstanding JPMorgan Income ETF(JPIE) stock.

The initial trade took place in 2024Q3. And since then NavPoint Financial, Inc. has made 3 purchases of JPIE, at an average price of $45.87, for a total of 215,099.00 shares. Based on historical transaction data and JPIE's current price of $46.09, NavPoint Financial, Inc.'s estimated gain on his JPIE holdings is $47,553.39, reflecting a 0.48% gain to date.

NavPoint Financial, Inc. JPIE ($46.09) Holding Chart

NavPoint Financial, Inc. JPIE ($46.09) 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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