D.B. Root & Company, LLC JCPB Holdings History
D.B. Root & Company, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, D.B. Root & Company, LLC held 1.23 Mil shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $57.91 Mil. This investment constitutes 18.7% of their stock portfolio, and D.B. Root & Company, LLC now holds 0.91% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2021Q4. And since then D.B. Root & Company, LLC has made 14 purchases of JCPB, at an average price of $49.24, for a total of 1.23 Mil shares. Based on historical transaction data and JCPB's current price of $46.55, D.B. Root & Company, LLC's estimated gain on his JCPB holdings is $-3.32 Mil, reflecting a -5.47% gain to date.
D.B. Root & Company, LLC JCPB ($46.55) Holding Chart
D.B. Root & Company, LLC JCPB ($46.55) 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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