JANICZEK WEALTH MANAGEMENT, LLC JCPB Holdings History
JANICZEK WEALTH MANAGEMENT, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC held 213,055.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $9.87 Mil. This investment constitutes 2.07% of their stock portfolio, and JANICZEK WEALTH MANAGEMENT, LLC now holds -% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2024Q1. And since then JANICZEK WEALTH MANAGEMENT, LLC has made 2 purchases of JCPB, at an average price of $46.11, for a total of 213,055.00 shares. Based on historical transaction data and JCPB's current price of $46.51, JANICZEK WEALTH MANAGEMENT, LLC's estimated gain on his JCPB holdings is $84,384.47, reflecting a 0.86% gain to date.
JANICZEK WEALTH MANAGEMENT, LLC JCPB ($46.51) Holding Chart
JANICZEK 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
