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
$12,041.26
% of Total Estimate Gain
0.28%

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 $46.04, Syverson Strege & Co's estimated gain on his JPIE holdings is $12,041.26, reflecting a 0.28% gain to date.

Syverson Strege & Co JPIE ($46.04) Holding Chart

Syverson Strege & Co JPIE ($46.04) 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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