Richard W. Paul & Associates, LLC JPIE Holdings History
Richard W. Paul & Associates, LLC's JPMorgan Income ETF Holding Summary
As of 2025-03-31, Richard W. Paul & Associates, LLC held 195,818.00 shares of JPMorgan Income ETF(JPIE), totaling $9.02 Mil. This investment constitutes 3.54% of their stock portfolio, and Richard W. Paul & Associates, LLC now holds 0.26% of the outstanding JPMorgan Income ETF(JPIE) stock.
The initial trade took place in 2023Q2. And since then Richard W. Paul & Associates, LLC has made 8 purchases of JPIE, at an average price of $45.80, for a total of 195,818.00 shares. Based on historical transaction data and JPIE's current price of $46.15, Richard W. Paul & Associates, LLC's estimated gain on his JPIE holdings is $68,079.88, reflecting a 0.76% gain to date.
Richard W. Paul & Associates, LLC JPIE ($46.15) Holding Chart
Richard W. Paul & Associates, LLC JPIE ($46.15) 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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