Number of Shares
1.02 Mil
Current Holdings Value*
$47.94 Mil
% of Portfolio
5.41%
Total Estimate Gain
$203,823.00
% of Total Estimate Gain
0.43%

Allen Capital Group, LLC's JPMorgan Core Plus Bond ETF Holding Summary

As of 2025-03-31, Allen Capital Group, LLC held 1.02 Mil shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $47.94 Mil. This investment constitutes 5.41% of their stock portfolio, and Allen Capital Group, LLC now holds 0.75% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2025Q1. And since then Allen Capital Group, LLC has made 1 purchases of JCPB, at an average price of $46.50, for a total of 1.02 Mil shares. Based on historical transaction data and JCPB's current price of $46.70, Allen Capital Group, LLC's estimated gain on his JCPB holdings is $203,823.00, reflecting a 0.43% gain to date.

Allen Capital Group, LLC JCPB ($46.70) Holding Chart

Allen Capital Group, LLC JCPB ($46.70) 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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