AllGen Financial Advisors, Inc. JCPB Holdings History
AllGen Financial Advisors, Inc.'s JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, AllGen Financial Advisors, Inc. held 832,782.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $39.17 Mil. This investment constitutes 11.6% of their stock portfolio, and AllGen Financial Advisors, Inc. now holds 0.62% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2022Q4. And since then AllGen Financial Advisors, Inc. has made 8 purchases of JCPB, at an average price of $45.79, for a total of 1.18 Mil shares. In addition, there have been 2 sales at an average price of $46.89 for 343,793.00 shares. Based on historical transaction data and JCPB's current price of $46.50, AllGen Financial Advisors, Inc.'s estimated gain on his JCPB holdings is $972,265.30, reflecting a 1.80% gain to date.
AllGen Financial Advisors, Inc. JCPB ($46.50) Holding Chart
AllGen Financial Advisors, Inc. JCPB ($46.50) 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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