Goldstone Financial Group, LLC JCPB Holdings History
Goldstone Financial Group, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-06-30, Goldstone Financial Group, LLC held 31,489.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $1.47 Mil. This investment constitutes 0.19% of their stock portfolio, and Goldstone Financial Group, LLC now holds 0.02% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2024Q4. And since then Goldstone Financial Group, LLC has made 2 purchases of JCPB, at an average price of $46.86, for a total of 77,522.00 shares. In addition, there have been 1 sales at an average price of $46.46 for 46,033.00 shares. Based on historical transaction data and JCPB's current price of $46.50, Goldstone Financial Group, LLC's estimated gain on his JCPB holdings is $-29,401.84, reflecting a -0.81% gain to date.
Goldstone Financial Group, LLC JCPB ($46.50) Holding Chart
Goldstone Financial Group, LLC JCPB ($46.50) 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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