Financial Planning & Information Services, Inc. JCPB Holdings History
Financial Planning & Information Services, Inc.'s JPMorgan Core Plus Bond ETF Holding Summary
As of 2024-09-30, Financial Planning & Information Services, Inc. held 1.25 Mil shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $60.18 Mil. This investment constitutes 8.29% of their stock portfolio, and Financial Planning & Information Services, Inc. now holds 1.29% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2022Q3. And since then Financial Planning & Information Services, Inc. has made 9 purchases of JCPB, at an average price of $46.51, for a total of 1.25 Mil shares. Based on historical transaction data and JCPB's current price of $46.96, Financial Planning & Information Services, Inc.'s estimated gain on his JCPB holdings is $565,667.41, reflecting a 0.97% gain to date.
Financial Planning & Information Services, Inc. JCPB ($46.96) Holding Chart
Financial Planning & Information Services, Inc. JCPB ($46.96) 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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