Continuum Advisory, LLC JCPB Holdings History
Continuum Advisory, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, Continuum Advisory, LLC held 493,146.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $23.20 Mil. This investment constitutes 2.99% of their stock portfolio, and Continuum Advisory, LLC now holds 0.37% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2023Q4. And since then Continuum Advisory, LLC has made 5 purchases of JCPB, at an average price of $45.63, for a total of 499,735.00 shares. In addition, there have been 1 sales at an average price of $46.86 for 6,589.00 shares. Based on historical transaction data and JCPB's current price of $46.67, Continuum Advisory, LLC's estimated gain on his JCPB holdings is $522,310.88, reflecting a 2.29% gain to date.
Continuum Advisory, LLC JCPB ($46.67) Holding Chart
Continuum Advisory, LLC JCPB ($46.67) 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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