Number of Shares
353,180.00
Current Holdings Value*
$16.61 Mil
% of Portfolio
0.81%
Total Estimate Gain
$597,380.49
% of Total Estimate Gain
2.35%

Johnson Financial Group, Inc.'s JPMorgan Core Plus Bond ETF Holding Summary

As of 2025-03-31, Johnson Financial Group, Inc. held 353,180.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $16.61 Mil. This investment constitutes 0.81% of their stock portfolio, and Johnson Financial Group, Inc. now holds 0.26% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2023Q4. And since then Johnson Financial Group, Inc. has made 4 purchases of JCPB, at an average price of $45.56, for a total of 558,827.00 shares. In addition, there have been 2 sales at an average price of $46.72 for 205,647.00 shares. Based on historical transaction data and JCPB's current price of $46.57, Johnson Financial Group, Inc.'s estimated gain on his JCPB holdings is $597,380.49, reflecting a 2.35% gain to date.

Johnson Financial Group, Inc. JCPB ($46.57) Holding Chart

Johnson Financial Group, Inc. JCPB ($46.57) 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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