Cannon Wealth Management Services, LLC JCPB Holdings History
Cannon Wealth Management Services, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, Cannon Wealth Management Services, LLC held 165,377.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $7.69 Mil. This investment constitutes 6.87% of their stock portfolio, and Cannon Wealth Management Services, LLC now holds 0.12% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2024Q3. And since then Cannon Wealth Management Services, LLC has made 2 purchases of JCPB, at an average price of $47.34, for a total of 165,377.00 shares. Based on historical transaction data and JCPB's current price of $46.51, Cannon Wealth Management Services, LLC's estimated gain on his JCPB holdings is $-137,192.63, reflecting a -1.75% gain to date.
Cannon Wealth Management Services, LLC JCPB ($46.51) Holding Chart
Cannon Wealth Management Services, LLC JCPB ($46.51) 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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