ACIMA PRIVATE WEALTH, LLC JCPB Holdings History
ACIMA PRIVATE WEALTH, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, ACIMA PRIVATE WEALTH, LLC held 229,720.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $10.81 Mil. This investment constitutes 3.88% of their stock portfolio, and ACIMA PRIVATE WEALTH, LLC now holds 0.17% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2023Q4. And since then ACIMA PRIVATE WEALTH, LLC has made 5 purchases of JCPB, at an average price of $45.39, for a total of 281,866.00 shares. In addition, there have been 1 sales at an average price of $46.50 for 52,146.00 shares. Based on historical transaction data and JCPB's current price of $46.91, ACIMA PRIVATE WEALTH, LLC's estimated gain on his JCPB holdings is $406,172.01, reflecting a 3.17% gain to date.
ACIMA PRIVATE WEALTH, LLC JCPB ($46.91) Holding Chart
ACIMA PRIVATE WEALTH, LLC JCPB ($46.91) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
