Tradition Wealth Management, LLC JPIE Holdings History
Tradition Wealth Management, LLC's JPMorgan Income ETF Holding Summary
As of 2025-03-31, Tradition Wealth Management, LLC held 165,813.00 shares of JPMorgan Income ETF(JPIE), totaling $7.64 Mil. This investment constitutes 0.67% of their stock portfolio, and Tradition Wealth Management, LLC now holds 0.22% of the outstanding JPMorgan Income ETF(JPIE) stock.
The initial trade took place in 2022Q1. And since then Tradition Wealth Management, LLC has made 11 purchases of JPIE, at an average price of $46.13, for a total of 177,217.00 shares. In addition, there have been 2 sales at an average price of $45.21 for 11,404.00 shares. Based on historical transaction data and JPIE's current price of $46.18, Tradition Wealth Management, LLC's estimated gain on his JPIE holdings is $-2,750.74, reflecting a -0.03% gain to date.
Tradition Wealth Management, LLC JPIE ($46.18) Holding Chart
Tradition Wealth Management, LLC JPIE ($46.18) 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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