Bridgewealth Advisory Group, LLC JSCP Holdings History
Bridgewealth Advisory Group, LLC's JPMorgan Short Duration Core Plus ETF Holding Summary
As of 2025-03-31, Bridgewealth Advisory Group, LLC held 19,482.00 shares of JPMorgan Short Duration Core Plus ETF(JSCP), totaling $919,750.00. This investment constitutes 1.21% of their stock portfolio, and Bridgewealth Advisory Group, LLC now holds 0.16% of the outstanding JPMorgan Short Duration Core Plus ETF(JSCP) stock.
The initial trade took place in 2023Q4. And since then Bridgewealth Advisory Group, LLC has made 5 purchases of JSCP, at an average price of $46.25, for a total of 298,047.00 shares. In addition, there have been 1 sales at an average price of $46.90 for 278,565.00 shares. Based on historical transaction data and JSCP's current price of $47.18, Bridgewealth Advisory Group, LLC's estimated gain on his JSCP holdings is $199,622.32, reflecting a 1.45% gain to date.
Bridgewealth Advisory Group, LLC JSCP ($47.18) Holding Chart
Bridgewealth Advisory Group, LLC JSCP ($47.18) 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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