Number of Shares
195,775.00
Current Holdings Value*
$10.49 Mil
% of Portfolio
5.52%
Total Estimate Gain
$47,452.42
% of Total Estimate Gain
0.40%

Cobblestone Asset Management LLC's JP MORGAN ETF TRUS Holding Summary

As of 2025-06-30, Cobblestone Asset Management LLC held 195,775.00 shares of JP MORGAN ETF TRUS(JBND), totaling $10.49 Mil. This investment constitutes 5.52% of their stock portfolio, and Cobblestone Asset Management LLC now holds 0.45% of the outstanding JP MORGAN ETF TRUS(JBND) stock.

The initial trade took place in 2024Q4. And since then Cobblestone Asset Management LLC has made 2 purchases of JBND, at an average price of $53.05, for a total of 221,290.00 shares. In addition, there have been 1 sales at an average price of $52.96 for 25,515.00 shares. Based on historical transaction data and JBND's current price of $53.30, Cobblestone Asset Management LLC's estimated gain on his JBND holdings is $47,452.42, reflecting a 0.40% gain to date.

Cobblestone Asset Management LLC JBND ($53.30) Holding Chart

Cobblestone Asset Management LLC JBND ($53.30) 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 %

Top Ranked Articles

  • 1