Joseph Group Capital Management JCPB Holdings History
Joseph Group Capital Management's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, Joseph Group Capital Management held 766,495.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $36.06 Mil. This investment constitutes 13.78% of their stock portfolio, and Joseph Group Capital Management now holds 0.57% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2023Q4. And since then Joseph Group Capital Management has made 4 purchases of JCPB, at an average price of $47.43, for a total of 767,238.00 shares. In addition, there have been 1 sales at an average price of $46.52 for 743.00 shares. Based on historical transaction data and JCPB's current price of $46.54, Joseph Group Capital Management's estimated gain on his JCPB holdings is $-690,506.49, reflecting a -1.90% gain to date.
Joseph Group Capital Management JCPB ($46.54) Holding Chart
Joseph Group Capital Management JCPB ($46.54) 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
