BCGM Wealth Management, LLC JCPB Holdings History
BCGM Wealth Management, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, BCGM Wealth Management, LLC held 212,293.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $9.99 Mil. This investment constitutes 3.07% of their stock portfolio, and BCGM Wealth Management, LLC now holds 0.16% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2023Q4. And since then BCGM Wealth Management, LLC has made 3 purchases of JCPB, at an average price of $46.86, for a total of 297,161.00 shares. In addition, there have been 3 sales at an average price of $46.75 for 84,868.00 shares. Based on historical transaction data and JCPB's current price of $46.73, BCGM Wealth Management, LLC's estimated gain on his JCPB holdings is $-38,815.67, reflecting a -0.28% gain to date.
BCGM Wealth Management, LLC JCPB ($46.73) Holding Chart
BCGM Wealth Management, LLC JCPB ($46.73) 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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