Number of Shares
28,589.00
Current Holdings Value*
$1.34 Mil
% of Portfolio
0.31%
Total Estimate Gain
$-1,957.43
% of Total Estimate Gain
-0.15%

Delta Financial Group, Inc.'s JPMorgan Core Plus Bond ETF Holding Summary

As of 2025-03-31, Delta Financial Group, Inc. held 28,589.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $1.34 Mil. This investment constitutes 0.31% of their stock portfolio, and Delta Financial Group, Inc. now holds 0.02% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2024Q4. And since then Delta Financial Group, Inc. has made 2 purchases of JCPB, at an average price of $46.62, for a total of 28,589.00 shares. Based on historical transaction data and JCPB's current price of $46.55, Delta Financial Group, Inc.'s estimated gain on his JCPB holdings is $-1,957.43, reflecting a -0.15% gain to date.

Delta Financial Group, Inc. JCPB ($46.55) Holding Chart

Delta Financial Group, Inc. 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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