Number of Shares
45,444.00
Current Holdings Value*
$2.14 Mil
% of Portfolio
0.92%
Total Estimate Gain
$-23,046.48
% of Total Estimate Gain
-1.08%

Etesian Wealth Advisors, Inc.'s JPMorgan Core Plus Bond ETF Holding Summary

As of 2025-03-31, Etesian Wealth Advisors, Inc. held 45,444.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $2.14 Mil. This investment constitutes 0.92% of their stock portfolio, and Etesian Wealth Advisors, Inc. now holds 0.03% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2024Q2. And since then Etesian Wealth Advisors, Inc. has made 4 purchases of JCPB, at an average price of $46.88, for a total of 45,444.00 shares. Based on historical transaction data and JCPB's current price of $46.37, Etesian Wealth Advisors, Inc.'s estimated gain on his JCPB holdings is $-23,046.48, reflecting a -1.08% gain to date.

Etesian Wealth Advisors, Inc. JCPB ($46.37) Holding Chart

Etesian Wealth Advisors, Inc. JCPB ($46.37) 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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