Goldstone Financial Group, LLC JBND Holdings History
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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