SMITH, MOORE & CO. JPIE Holdings History

Number of Shares
289,927.00
Current Holdings Value*
$13.36 Mil
% of Portfolio
1.24%
Total Estimate Gain
$187,937.83
% of Total Estimate Gain
1.29%

SMITH, MOORE & CO.'s JPMorgan Income ETF Holding Summary

As of 2025-03-31, SMITH, MOORE & CO. held 289,927.00 shares of JPMorgan Income ETF(JPIE), totaling $13.36 Mil. This investment constitutes 1.24% of their stock portfolio, and SMITH, MOORE & CO. now holds 0.38% of the outstanding JPMorgan Income ETF(JPIE) stock.

The initial trade took place in 2023Q2. And since then SMITH, MOORE & CO. has made 7 purchases of JPIE, at an average price of $45.46, for a total of 320,176.00 shares. In addition, there have been 1 sales at an average price of $45.88 for 30,249.00 shares. Based on historical transaction data and JPIE's current price of $46.07, SMITH, MOORE & CO.'s estimated gain on his JPIE holdings is $187,937.83, reflecting a 1.29% gain to date.

SMITH, MOORE & CO. JPIE ($46.07) Holding Chart

SMITH, MOORE & CO. 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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