Berger Financial Group, Inc JCPB Holdings History
Berger Financial Group, Inc's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, Berger Financial Group, Inc held 809,673.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $38.09 Mil. This investment constitutes 2.64% of their stock portfolio, and Berger Financial Group, Inc now holds 0.6% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2024Q1. And since then Berger Financial Group, Inc has made 4 purchases of JCPB, at an average price of $46.51, for a total of 922,938.00 shares. In addition, there have been 1 sales at an average price of $45.98 for 113,265.00 shares. Based on historical transaction data and JCPB's current price of $46.55, Berger Financial Group, Inc's estimated gain on his JCPB holdings is $-28,360.97, reflecting a -0.07% gain to date.
Berger Financial Group, Inc JCPB ($46.55) Holding Chart
Berger Financial Group, Inc 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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