Peninsula Wealth, LLC JIG Holdings History

Number of Shares
195,541.00
Current Holdings Value*
$12.21 Mil
% of Portfolio
2.08%
Total Estimate Gain
$1.85 Mil
% of Total Estimate Gain
15.36%

Peninsula Wealth, LLC's JPMorgan International Growth ETF Holding Summary

As of 2024-12-31, Peninsula Wealth, LLC held 195,541.00 shares of JPMorgan International Growth ETF(JIG), totaling $12.21 Mil. This investment constitutes 2.08% of their stock portfolio, and Peninsula Wealth, LLC now holds 10.4% of the outstanding JPMorgan International Growth ETF(JIG) stock.

The initial trade took place in 2023Q3. And since then Peninsula Wealth, LLC has made 6 purchases of JIG, at an average price of $61.59, for a total of 195,541.00 shares. Based on historical transaction data and JIG's current price of $71.05, Peninsula Wealth, LLC's estimated gain on his JIG holdings is $1.85 Mil, reflecting a 15.36% gain to date.

Peninsula Wealth, LLC JIG ($71.05) Holding Chart

Peninsula Wealth, LLC JIG ($71.05) 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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