Number of Shares
154,474.00
Current Holdings Value*
$8.21 Mil
% of Portfolio
1.08%
Total Estimate Gain
$-22,411.64
% of Total Estimate Gain
-0.16%

Goldstone Financial Group, LLC's JP MORGAN ETF TRUS Holding Summary

As of 2025-06-30, Goldstone Financial Group, LLC held 154,474.00 shares of JP MORGAN ETF TRUS(JBND), totaling $8.21 Mil. This investment constitutes 1.08% of their stock portfolio, and Goldstone Financial Group, LLC now holds 0.36% of the outstanding JP MORGAN ETF TRUS(JBND) stock.

The initial trade took place in 2024Q4. And since then Goldstone Financial Group, LLC has made 2 purchases of JBND, at an average price of $53.05, for a total of 272,027.00 shares. In addition, there have been 1 sales at an average price of $52.96 for 117,553.00 shares. Based on historical transaction data and JBND's current price of $52.98, Goldstone Financial Group, LLC's estimated gain on his JBND holdings is $-22,411.64, reflecting a -0.16% gain to date.

Goldstone Financial Group, LLC JBND ($52.98) Holding Chart

Goldstone Financial Group, LLC JBND ($52.98) 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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