Number of Shares
172,101.00
Current Holdings Value*
$7.93 Mil
% of Portfolio
0.74%
Total Estimate Gain
$36,141.21
% of Total Estimate Gain
0.46%

Waterloo Capital, L.P.'s JPMorgan Income ETF Holding Summary

As of 2025-03-31, Waterloo Capital, L.P. held 172,101.00 shares of JPMorgan Income ETF(JPIE), totaling $7.93 Mil. This investment constitutes 0.74% of their stock portfolio, and Waterloo Capital, L.P. now holds 0.23% of the outstanding JPMorgan Income ETF(JPIE) stock.

The initial trade took place in 2025Q1. And since then Waterloo Capital, L.P. has made 1 purchases of JPIE, at an average price of $45.88, for a total of 172,101.00 shares. Based on historical transaction data and JPIE's current price of $46.09, Waterloo Capital, L.P.'s estimated gain on his JPIE holdings is $36,141.21, reflecting a 0.46% gain to date.

Waterloo Capital, L.P. JPIE ($46.09) Holding Chart

Waterloo Capital, L.P. JPIE ($46.09) 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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