FMA Wealth Management, LLC JCPB Holdings History
FMA Wealth Management, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-06-30, FMA Wealth Management, LLC held 299,205.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $14.08 Mil. This investment constitutes 10.42% of their stock portfolio, and FMA Wealth Management, LLC now holds 0.2% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2023Q4. And since then FMA Wealth Management, LLC has made 6 purchases of JCPB, at an average price of $45.84, for a total of 299,205.00 shares. Based on historical transaction data and JCPB's current price of $46.55, FMA Wealth Management, LLC's estimated gain on his JCPB holdings is $210,947.61, reflecting a 1.54% gain to date.
FMA Wealth Management, LLC JCPB ($46.55) Holding Chart
FMA Wealth Management, LLC 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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