Avantax Planning Partners, Inc. JCPB Holdings History
Avantax Planning Partners, Inc.'s JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, Avantax Planning Partners, Inc. held 548,534.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $25.80 Mil. This investment constitutes 0.91% of their stock portfolio, and Avantax Planning Partners, Inc. now holds 0.41% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2024Q2. And since then Avantax Planning Partners, Inc. has made 4 purchases of JCPB, at an average price of $46.78, for a total of 548,534.00 shares. Based on historical transaction data and JCPB's current price of $46.79, Avantax Planning Partners, Inc.'s estimated gain on his JCPB holdings is $6,449.86, reflecting a 0.03% gain to date.
Avantax Planning Partners, Inc. JCPB ($46.79) Holding Chart
Avantax Planning Partners, Inc. JCPB ($46.79) 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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