Avidian Wealth Enterprises, LLC JCPB Holdings History
Avidian Wealth Enterprises, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, Avidian Wealth Enterprises, LLC held 576,437.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $27.12 Mil. This investment constitutes 1.21% of their stock portfolio, and Avidian Wealth Enterprises, LLC now holds 0.44% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2022Q2. And since then Avidian Wealth Enterprises, LLC has made 5 purchases of JCPB, at an average price of $46.94, for a total of 761,828.00 shares. In addition, there have been 2 sales at an average price of $46.75 for 185,391.00 shares. Based on historical transaction data and JCPB's current price of $46.55, Avidian Wealth Enterprises, LLC's estimated gain on his JCPB holdings is $-259,786.61, reflecting a -0.73% gain to date.
Avidian Wealth Enterprises, LLC JCPB ($46.55) Holding Chart
Avidian Wealth Enterprises, LLC JCPB ($46.55) 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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