Number of Shares
768,955.00
Current Holdings Value*
$54.42 Mil
% of Portfolio
24.79%
Total Estimate Gain
$6.16 Mil
% of Total Estimate Gain
12.52%

New England Professional Planning Group Inc.'s JPMorgan International Research Enhanced Equity ETF Holding Summary

As of 2025-06-30, New England Professional Planning Group Inc. held 768,955.00 shares of JPMorgan International Research Enhanced Equity ETF(JIRE), totaling $54.42 Mil. This investment constitutes 24.79% of their stock portfolio, and New England Professional Planning Group Inc. now holds 0.7% of the outstanding JPMorgan International Research Enhanced Equity ETF(JIRE) stock.

The initial trade took place in 2024Q3. And since then New England Professional Planning Group Inc. has made 3 purchases of JIRE, at an average price of $63.98, for a total of 769,347.00 shares. In addition, there have been 1 sales at an average price of $66.64 for 392.00 shares. Based on historical transaction data and JIRE's current price of $72.00, New England Professional Planning Group Inc.'s estimated gain on his JIRE holdings is $6.16 Mil, reflecting a 12.52% gain to date.

New England Professional Planning Group Inc. JIRE ($72.00) Holding Chart

New England Professional Planning Group Inc. JIRE ($72.00) 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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