Red Mountain Financial, LLC JPIE Holdings History
Red Mountain Financial, LLC's JPMorgan Income ETF Holding Summary
As of 2025-03-31, Red Mountain Financial, LLC held 102,100.00 shares of JPMorgan Income ETF(JPIE), totaling $4.70 Mil. This investment constitutes 5.73% of their stock portfolio, and Red Mountain Financial, LLC now holds 0.14% of the outstanding JPMorgan Income ETF(JPIE) stock.
The initial trade took place in 2023Q4. And since then Red Mountain Financial, LLC has made 4 purchases of JPIE, at an average price of $44.95, for a total of 102,100.00 shares. Based on historical transaction data and JPIE's current price of $46.07, Red Mountain Financial, LLC's estimated gain on his JPIE holdings is $113,705.54, reflecting a 2.48% gain to date.
Red Mountain Financial, LLC JPIE ($46.07) Holding Chart
Red Mountain Financial, LLC JPIE ($46.07) 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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