Bogart Wealth, LLC JCPB Holdings History
Bogart Wealth, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, Bogart Wealth, LLC held 1.38 Mil shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $65.00 Mil. This investment constitutes 3.07% of their stock portfolio, and Bogart Wealth, LLC now holds 1.02% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2024Q1. And since then Bogart Wealth, LLC has made 5 purchases of JCPB, at an average price of $46.54, for a total of 1.38 Mil shares. Based on historical transaction data and JCPB's current price of $46.75, Bogart Wealth, LLC's estimated gain on his JCPB holdings is $280,526.84, reflecting a 0.44% gain to date.
Bogart Wealth, LLC JCPB ($46.75) Holding Chart
Bogart Wealth, LLC JCPB ($46.75) 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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