IMA Advisory Services, Inc. JCPB Holdings History
Number of Shares
476,496.00
Current Holdings Value*
$22.41 Mil
% of Portfolio
2.66%
Total Estimate Gain
$-88,574.85
% of Total Estimate Gain
-0.40%
IMA Advisory Services, Inc.'s JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, IMA Advisory Services, Inc. held 476,496.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $22.41 Mil. This investment constitutes 2.66% of their stock portfolio, and IMA Advisory Services, Inc. now holds 0.35% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2023Q2. And since then IMA Advisory Services, Inc. has made 8 purchases of JCPB, at an average price of $46.70, for a total of 476,496.00 shares. Based on historical transaction data and JCPB's current price of $46.51, IMA Advisory Services, Inc.'s estimated gain on his JCPB holdings is $-88,574.85, reflecting a -0.40% gain to date.
IMA Advisory Services, Inc. JCPB ($46.51) Holding Chart
IMA Advisory Services, Inc. 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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