ST GERMAIN D J CO INC JPUS Holdings History
ST GERMAIN D J CO INC's JPMorgan Diversified Return U.S. Equity ETF Holding Summary
As of 2025-03-31, ST GERMAIN D J CO INC held 436,041.00 shares of JPMorgan Diversified Return U.S. Equity ETF(JPUS), totaling $50.23 Mil. This investment constitutes 2.36% of their stock portfolio, and ST GERMAIN D J CO INC now holds 12.46% of the outstanding JPMorgan Diversified Return U.S. Equity ETF(JPUS) stock.
The initial trade took place in 2021Q3. And since then ST GERMAIN D J CO INC has made 3 purchases of JPUS, at an average price of $98.08, for a total of 764,190.00 shares. In addition, there have been 10 sales at an average price of $102.07 for 328,149.00 shares. Based on historical transaction data and JPUS's current price of $120.24, ST GERMAIN D J CO INC's estimated gain on his JPUS holdings is $10.97 Mil, reflecting a 14.64% gain to date.
ST GERMAIN D J CO INC JPUS ($120.24) Holding Chart
ST GERMAIN D J CO INC JPUS ($120.24) 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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