OPTIMA CAPITAL LLC JPIE Holdings History
OPTIMA CAPITAL LLC's JPMorgan Income ETF Holding Summary
As of 2025-03-31, OPTIMA CAPITAL LLC held 86,199.00 shares of JPMorgan Income ETF(JPIE), totaling $3.97 Mil. This investment constitutes 2.53% of their stock portfolio, and OPTIMA CAPITAL LLC now holds 0.1% of the outstanding JPMorgan Income ETF(JPIE) stock.
The initial trade took place in 2024Q4. And since then OPTIMA CAPITAL LLC has made 1 purchases of JPIE, at an average price of $45.86, for a total of 86,199.00 shares. Based on historical transaction data and JPIE's current price of $46.08, OPTIMA CAPITAL LLC's estimated gain on his JPIE holdings is $19,069.64, reflecting a 0.48% gain to date.
OPTIMA CAPITAL LLC JPIE ($46.08) Holding Chart
OPTIMA CAPITAL LLC JPIE ($46.08) 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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