Number of Shares
1.30 Mil
Current Holdings Value*
$61.14 Mil
% of Portfolio
11.96%
Total Estimate Gain
$-607,541.19
% of Total Estimate Gain
-1.00%

Hughes Financial Services, LLC's JPMorgan Core Plus Bond ETF Holding Summary

As of 2025-03-31, Hughes Financial Services, LLC held 1.30 Mil shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $61.14 Mil. This investment constitutes 11.96% of their stock portfolio, and Hughes Financial Services, LLC now holds 0.96% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2024Q4. And since then Hughes Financial Services, LLC has made 1 purchases of JCPB, at an average price of $46.84, for a total of 1.30 Mil shares. Based on historical transaction data and JCPB's current price of $46.37, Hughes Financial Services, LLC's estimated gain on his JCPB holdings is $-607,541.19, reflecting a -1.00% gain to date.

Hughes Financial Services, LLC JCPB ($46.37) Holding Chart

Hughes Financial Services, LLC JCPB ($46.37) 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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