Syntegra Private Wealth Group, LLC JPIE Holdings History
Number of Shares
985,094.00
Current Holdings Value*
$45.38 Mil
% of Portfolio
5.31%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
2.27%
Syntegra Private Wealth Group, LLC's JPMorgan Income ETF Holding Summary
As of 2025-03-31, Syntegra Private Wealth Group, LLC held 985,094.00 shares of JPMorgan Income ETF(JPIE), totaling $45.38 Mil. This investment constitutes 5.31% of their stock portfolio, and Syntegra Private Wealth Group, LLC now holds 1.33% of the outstanding JPMorgan Income ETF(JPIE) stock.
The initial trade took place in 2022Q4. And since then Syntegra Private Wealth Group, LLC has made 9 purchases of JPIE, at an average price of $45.13, for a total of 985,094.00 shares. Based on historical transaction data and JPIE's current price of $46.15, Syntegra Private Wealth Group, LLC's estimated gain on his JPIE holdings is $1.01 Mil, reflecting a 2.27% gain to date.
Syntegra Private Wealth Group, LLC JPIE ($46.15) Holding Chart
Syntegra Private Wealth Group, 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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