Wagner Wealth Management, LLC JPIE Holdings History
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 $46.18, Wagner Wealth Management, LLC's estimated gain on his JPIE holdings is $405,214.05, reflecting a 1.36% gain to date.
Wagner Wealth Management, LLC JPIE ($46.18) Holding Chart
Wagner 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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