Guided Capital Wealth Management, LLC JBND Holdings History
Guided Capital Wealth Management, LLC's JP MORGAN ETF TRUS Holding Summary
As of 2025-06-30, Guided Capital Wealth Management, LLC held 128,188.00 shares of JP MORGAN ETF TRUS(JBND), totaling $6.87 Mil. This investment constitutes 5.29% of their stock portfolio, and Guided Capital Wealth Management, LLC now holds 0.3% of the outstanding JP MORGAN ETF TRUS(JBND) stock.
The initial trade took place in 2025Q1. And since then Guided Capital Wealth Management, LLC has made 1 purchases of JBND, at an average price of $52.79, for a total of 133,095.00 shares. In addition, there have been 1 sales at an average price of $52.96 for 4,907.00 shares. Based on historical transaction data and JBND's current price of $53.02, Guided Capital Wealth Management, LLC's estimated gain on his JBND holdings is $30,317.43, reflecting a 0.43% gain to date.
Guided Capital Wealth Management, LLC JBND ($53.02) Holding Chart
Guided Capital Wealth Management, LLC JBND ($53.02) 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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