Number of Shares
312,574.00
Current Holdings Value*
$16.73 Mil
% of Portfolio
1.5%
Total Estimate Gain
$248,996.72
% of Total Estimate Gain
1.51%

Capital Investment Advisory Services, LLC's JP MORGAN ETF TRUS Holding Summary

As of 2025-03-31, Capital Investment Advisory Services, LLC held 312,574.00 shares of JP MORGAN ETF TRUS(JBND), totaling $16.73 Mil. This investment constitutes 1.5% of their stock portfolio, and Capital Investment Advisory Services, LLC now holds 0.86% of the outstanding JP MORGAN ETF TRUS(JBND) stock.

The initial trade took place in 2024Q1. And since then Capital Investment Advisory Services, LLC has made 5 purchases of JBND, at an average price of $52.63, for a total of 312,574.00 shares. Based on historical transaction data and JBND's current price of $53.43, Capital Investment Advisory Services, LLC's estimated gain on his JBND holdings is $248,996.72, reflecting a 1.51% gain to date.

Capital Investment Advisory Services, LLC JBND ($53.43) Holding Chart

Capital Investment Advisory Services, LLC JBND ($53.43) 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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