Number of Shares
288,578.00
Current Holdings Value*
$14.03 Mil
% of Portfolio
3.99%
Total Estimate Gain
$252,337.01
% of Total Estimate Gain
1.83%

Peak Financial Management, Inc.'s JPMorgan International Bond Opportunities ETF Holding Summary

As of 2025-06-30, Peak Financial Management, Inc. held 288,578.00 shares of JPMorgan International Bond Opportunities ETF(JPIB), totaling $14.03 Mil. This investment constitutes 3.99% of their stock portfolio, and Peak Financial Management, Inc. now holds 1.42% of the outstanding JPMorgan International Bond Opportunities ETF(JPIB) stock.

The initial trade took place in 2025Q1. And since then Peak Financial Management, Inc. has made 2 purchases of JPIB, at an average price of $47.72, for a total of 288,578.00 shares. Based on historical transaction data and JPIB's current price of $48.59, Peak Financial Management, Inc.'s estimated gain on his JPIB holdings is $252,337.01, reflecting a 1.83% gain to date.

Peak Financial Management, Inc. JPIB ($48.59) Holding Chart

Peak Financial Management, Inc. JPIB ($48.59) 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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