Vawter Financial, Ltd. JPHY Holdings History
Number of Shares
77,970.00
Current Holdings Value*
$3.59 Mil
% of Portfolio
2.01%
Total Estimate Gain
$399,532.63
% of Total Estimate Gain
11.27%
Vawter Financial, Ltd.'s JPMorgan Active High Yield ETF Holding Summary
As of 2025-03-31, Vawter Financial, Ltd. held 77,970.00 shares of JPMorgan Active High Yield ETF(JPHY), totaling $3.59 Mil. This investment constitutes 2.01% of their stock portfolio, and Vawter Financial, Ltd. now holds 0.87% of the outstanding JPMorgan Active High Yield ETF(JPHY) stock.
The initial trade took place in 2022Q4. And since then Vawter Financial, Ltd. has made 9 purchases of JPHY, at an average price of $45.49, for a total of 77,970.00 shares. Based on historical transaction data and JPHY's current price of $50.61, Vawter Financial, Ltd.'s estimated gain on his JPHY holdings is $399,532.63, reflecting a 11.27% gain to date.
Vawter Financial, Ltd. JPHY ($50.61) Holding Chart
Vawter Financial, Ltd. JPHY ($50.61) 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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