Daniels&Tansey,LLP JCPB Holdings History
Daniels&Tansey,LLP's JPMorgan Core Plus Bond ETF Holding Summary
As of 2023-09-30, Daniels&Tansey,LLP held 170,299.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $66.88 Mil. This investment constitutes 23.17% of their stock portfolio, and Daniels&Tansey,LLP now holds 0.85% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2021Q2. And since then Daniels&Tansey,LLP has made 6 purchases of JCPB, at an average price of $50.35, for a total of 295,964.00 shares. In addition, there have been 4 sales at an average price of $51.61 for 125,665.00 shares. Based on historical transaction data and JCPB's current price of $46.51, Daniels&Tansey,LLP's estimated gain on his JCPB holdings is $-494,581.71, reflecting a -3.32% gain to date.
Daniels&Tansey,LLP JCPB ($46.51) Holding Chart
Daniels&Tansey,LLP 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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