Boulder Wealth Advisors, LLC JCPB Holdings History
Boulder Wealth Advisors, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, Boulder Wealth Advisors, LLC held 191,512.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $9.01 Mil. This investment constitutes 5.24% of their stock portfolio, and Boulder Wealth Advisors, LLC now holds 0.14% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2024Q1. And since then Boulder Wealth Advisors, LLC has made 4 purchases of JCPB, at an average price of $46.52, for a total of 193,408.00 shares. In addition, there have been 1 sales at an average price of $46.86 for 1,896.00 shares. Based on historical transaction data and JCPB's current price of $46.91, Boulder Wealth Advisors, LLC's estimated gain on his JCPB holdings is $75,444.74, reflecting a 0.84% gain to date.
Boulder Wealth Advisors, LLC JCPB ($46.91) Holding Chart
Boulder Wealth Advisors, LLC JCPB ($46.91) 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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