Syverson Strege & Co JPIE Holdings History
Number of Shares
92,397.00
Current Holdings Value*
$4.26 Mil
% of Portfolio
1.37%
Total Estimate Gain
$18,509.05
% of Total Estimate Gain
0.44%
Syverson Strege & Co's JPMorgan Income ETF Holding Summary
As of 2025-03-31, Syverson Strege & Co held 92,397.00 shares of JPMorgan Income ETF(JPIE), totaling $4.26 Mil. This investment constitutes 1.37% of their stock portfolio, and Syverson Strege & Co now holds 0.12% of the outstanding JPMorgan Income ETF(JPIE) stock.
The initial trade took place in 2022Q3. And since then Syverson Strege & Co has made 11 purchases of JPIE, at an average price of $45.91, for a total of 92,397.00 shares. Based on historical transaction data and JPIE's current price of $46.11, Syverson Strege & Co's estimated gain on his JPIE holdings is $18,509.05, reflecting a 0.44% gain to date.
Syverson Strege & Co JPIE ($46.11) Holding Chart
Syverson Strege & Co JPIE ($46.11) 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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