Helen Stephens Group, LLC JCPB Holdings History
Helen Stephens Group, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-06-30, Helen Stephens Group, LLC held 557,342.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $26.23 Mil. This investment constitutes 6.51% of their stock portfolio, and Helen Stephens Group, LLC now holds 0.38% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2022Q3. And since then Helen Stephens Group, LLC has made 12 purchases of JCPB, at an average price of $46.62, for a total of 557,342.00 shares. Based on historical transaction data and JCPB's current price of $46.55, Helen Stephens Group, LLC's estimated gain on his JCPB holdings is $-36,484.00, reflecting a -0.14% gain to date.
Helen Stephens Group, LLC JCPB ($46.55) Holding Chart
Helen Stephens Group, LLC JCPB ($46.55) 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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