Defined Financial Planning LLC JBND Holdings History
Defined Financial Planning LLC's JP MORGAN ETF TRUS Holding Summary
As of 2025-06-30, Defined Financial Planning LLC held 62,911.00 shares of JP MORGAN ETF TRUS(JBND), totaling $3.32 Mil. This investment constitutes 2.95% of their stock portfolio, and Defined Financial Planning LLC now holds 0.14% of the outstanding JP MORGAN ETF TRUS(JBND) stock.
The initial trade took place in 2025Q2. And since then Defined Financial Planning LLC has made 1 purchases of JBND, at an average price of $52.96, for a total of 62,911.00 shares. Based on historical transaction data and JBND's current price of $53.12, Defined Financial Planning LLC's estimated gain on his JBND holdings is $10,065.76, reflecting a 0.30% gain to date.
Defined Financial Planning LLC JBND ($53.12) Holding Chart
Defined Financial Planning LLC JBND ($53.12) 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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