Tyler-Stone Wealth Management JPEF Holdings History
Tyler-Stone Wealth Management's JPMorgan Equity Focus ETF Holding Summary
As of 2025-03-31, Tyler-Stone Wealth Management held 29,982.00 shares of JPMorgan Equity Focus ETF(JPEF), totaling $1.91 Mil. This investment constitutes 0.34% of their stock portfolio, and Tyler-Stone Wealth Management now holds 0.14% of the outstanding JPMorgan Equity Focus ETF(JPEF) stock.
The initial trade took place in 2024Q3. And since then Tyler-Stone Wealth Management has made 3 purchases of JPEF, at an average price of $66.67, for a total of 29,982.00 shares. Based on historical transaction data and JPEF's current price of $70.70, Tyler-Stone Wealth Management's estimated gain on his JPEF holdings is $120,906.48, reflecting a 6.05% gain to date.
Tyler-Stone Wealth Management JPEF ($70.70) Holding Chart
Tyler-Stone Wealth Management JPEF ($70.70) 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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