ForthRight Wealth Management, LLC JPIB Holdings History
ForthRight Wealth Management, LLC's JPMorgan International Bond Opportunities ETF Holding Summary
As of 2025-03-31, ForthRight Wealth Management, LLC held 303,646.00 shares of JPMorgan International Bond Opportunities ETF(JPIB), totaling $14.54 Mil. This investment constitutes 4.86% of their stock portfolio, and ForthRight Wealth Management, LLC now holds 2.3% of the outstanding JPMorgan International Bond Opportunities ETF(JPIB) stock.
The initial trade took place in 2023Q2. And since then ForthRight Wealth Management, LLC has made 8 purchases of JPIB, at an average price of $47.12, for a total of 303,646.00 shares. Based on historical transaction data and JPIB's current price of $48.37, ForthRight Wealth Management, LLC's estimated gain on his JPIB holdings is $380,732.80, reflecting a 2.66% gain to date.
ForthRight Wealth Management, LLC JPIB ($48.37) Holding Chart
ForthRight Wealth Management, LLC JPIB ($48.37) 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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