Forum Private Client Group LLC JCPB Holdings History
Forum Private Client Group LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, Forum Private Client Group LLC held 567,356.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $26.69 Mil. This investment constitutes 11.58% of their stock portfolio, and Forum Private Client Group LLC now holds 0.42% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2023Q1. And since then Forum Private Client Group LLC has made 8 purchases of JCPB, at an average price of $46.00, for a total of 780,586.00 shares. In addition, there have been 1 sales at an average price of $45.76 for 213,230.00 shares. Based on historical transaction data and JCPB's current price of $46.67, Forum Private Client Group LLC's estimated gain on his JCPB holdings is $326,918.80, reflecting a 0.91% gain to date.
Forum Private Client Group LLC JCPB ($46.67) Holding Chart
Forum Private Client Group LLC JCPB ($46.67) 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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