Number of Shares
656,341.00
Current Holdings Value*
$30.40 Mil
% of Portfolio
6.93%
Total Estimate Gain
$424,904.28
% of Total Estimate Gain
1.42%

Wagner Wealth Management, LLC's JPMorgan Income ETF Holding Summary

As of 2025-06-30, Wagner Wealth Management, LLC held 656,341.00 shares of JPMorgan Income ETF(JPIE), totaling $30.40 Mil. This investment constitutes 6.93% of their stock portfolio, and Wagner Wealth Management, LLC now holds 0.72% of the outstanding JPMorgan Income ETF(JPIE) stock.

The initial trade took place in 2022Q3. And since then Wagner Wealth Management, LLC has made 12 purchases of JPIE, at an average price of $45.56, for a total of 656,341.00 shares. Based on historical transaction data and JPIE's current price of $46.21, Wagner Wealth Management, LLC's estimated gain on his JPIE holdings is $424,904.28, reflecting a 1.42% gain to date.

Wagner Wealth Management, LLC JPIE ($46.21) Holding Chart

Wagner Wealth Management, LLC JPIE ($46.21) 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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