Number of Shares
75,781.00
Current Holdings Value*
$3.54 Mil
% of Portfolio
8.29%
Total Estimate Gain
$-9,621.93
% of Total Estimate Gain
-0.05%

John W. Brooker & Co., CPAs's JPMorgan Core Plus Bond ETF Holding Summary

As of 2025-06-30, John W. Brooker & Co., CPAs held 75,781.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $3.54 Mil. This investment constitutes 8.29% of their stock portfolio, and John W. Brooker & Co., CPAs now holds 0.05% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2024Q1. And since then John W. Brooker & Co., CPAs has made 5 purchases of JCPB, at an average price of $46.50, for a total of 413,778.00 shares. In addition, there have been 1 sales at an average price of $46.46 for 337,997.00 shares. Based on historical transaction data and JCPB's current price of $46.55, John W. Brooker & Co., CPAs's estimated gain on his JCPB holdings is $-9,621.93, reflecting a -0.05% gain to date.

John W. Brooker & Co., CPAs JCPB ($46.55) Holding Chart

John W. Brooker & Co., CPAs JCPB ($46.55) 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