Insight Wealth Partners, LLC JBND Holdings History
Insight Wealth Partners, LLC's JP MORGAN ETF TRUS Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 87,936.00 shares of JP MORGAN ETF TRUS(JBND), totaling $4.71 Mil. This investment constitutes 0.78% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0.24% of the outstanding JP MORGAN ETF TRUS(JBND) stock.
The initial trade took place in 2024Q3. And since then Insight Wealth Partners, LLC has made 1 purchases of JBND, at an average price of $53.72, for a total of 112,948.00 shares. In addition, there have been 2 sales at an average price of $53.07 for 25,012.00 shares. Based on historical transaction data and JBND's current price of $53.02, Insight Wealth Partners, LLC's estimated gain on his JBND holdings is $-77,746.16, reflecting a -1.28% gain to date.
Insight Wealth Partners, LLC JBND ($53.02) Holding Chart
Insight Wealth Partners, LLC JBND ($53.02) 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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