Number of Shares
284,618.00
Current Holdings Value*
$13.39 Mil
% of Portfolio
7.13%
Total Estimate Gain
$173,426.97
% of Total Estimate Gain
1.27%

Econ Financial Services Corp's JPMorgan Core Plus Bond ETF Holding Summary

As of 2025-03-31, Econ Financial Services Corp held 284,618.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $13.39 Mil. This investment constitutes 7.13% of their stock portfolio, and Econ Financial Services Corp now holds 0.22% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2023Q2. And since then Econ Financial Services Corp has made 7 purchases of JCPB, at an average price of $46.45, for a total of 294,008.00 shares. In addition, there have been 1 sales at an average price of $46.52 for 9,390.00 shares. Based on historical transaction data and JCPB's current price of $47.06, Econ Financial Services Corp's estimated gain on his JCPB holdings is $173,426.97, reflecting a 1.27% gain to date.

Econ Financial Services Corp JCPB ($47.06) Holding Chart

Econ Financial Services Corp JCPB ($47.06) 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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