ARBOR TRUST WEALTH ADVISORS, LLC JCPB Holdings History
Number of Shares
232,197.00
Current Holdings Value*
$10.92 Mil
% of Portfolio
5.12%
Total Estimate Gain
$93,709.55
% of Total Estimate Gain
0.87%
ARBOR TRUST WEALTH ADVISORS, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, ARBOR TRUST WEALTH ADVISORS, LLC held 232,197.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $10.92 Mil. This investment constitutes 5.12% of their stock portfolio, and ARBOR TRUST WEALTH ADVISORS, LLC now holds 0.18% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2023Q4. And since then ARBOR TRUST WEALTH ADVISORS, LLC has made 5 purchases of JCPB, at an average price of $46.56, for a total of 232,197.00 shares. Based on historical transaction data and JCPB's current price of $46.96, ARBOR TRUST WEALTH ADVISORS, LLC's estimated gain on his JCPB holdings is $93,709.55, reflecting a 0.87% gain to date.
ARBOR TRUST WEALTH ADVISORS, LLC JCPB ($46.96) Holding Chart
ARBOR TRUST WEALTH ADVISORS, LLC JCPB ($46.96) 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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