HB Wealth Management, LLC JCPB Holdings History
HB Wealth Management, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-06-30, HB Wealth Management, LLC held 7.77 Mil shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $365.50 Mil. This investment constitutes 2.91% of their stock portfolio, and HB Wealth Management, LLC now holds 5.21% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2023Q4. And since then HB Wealth Management, LLC has made 3 purchases of JCPB, at an average price of $46.48, for a total of 7.77 Mil shares. In addition, there have been 1 sales at an average price of $46.52 for 6,509.00 shares. Based on historical transaction data and JCPB's current price of $46.46, HB Wealth Management, LLC's estimated gain on his JCPB holdings is $-142,196.51, reflecting a -0.04% gain to date.
HB Wealth Management, LLC JCPB ($46.46) Holding Chart
HB Wealth Management, LLC JCPB ($46.46) 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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