ICA Group Wealth Management, LLC JCPB Holdings History
ICA Group Wealth Management, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2024-06-30, ICA Group Wealth Management, LLC held 147,446.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $6.83 Mil. This investment constitutes 4.1% of their stock portfolio, and ICA Group Wealth Management, LLC now holds -% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2022Q2. And since then ICA Group Wealth Management, LLC has made 9 purchases of JCPB, at an average price of $46.36, for a total of 147,446.00 shares. Based on historical transaction data and JCPB's current price of $46.51, ICA Group Wealth Management, LLC's estimated gain on his JCPB holdings is $22,727.52, reflecting a 0.33% gain to date.
ICA Group Wealth Management, LLC JCPB ($46.51) Holding Chart
ICA Group Wealth Management, LLC JCPB ($46.51) 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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