Legacy Wealth Management, Inc JCPB Holdings History
Legacy Wealth Management, Inc's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, Legacy Wealth Management, Inc held 3.23 Mil shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $152.12 Mil. This investment constitutes 10.14% of their stock portfolio, and Legacy Wealth Management, Inc now holds 2.45% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2022Q2. And since then Legacy Wealth Management, Inc has made 12 purchases of JCPB, at an average price of $46.79, for a total of 3.23 Mil shares. Based on historical transaction data and JCPB's current price of $46.85, Legacy Wealth Management, Inc's estimated gain on his JCPB holdings is $189,198.55, reflecting a 0.13% gain to date.
Legacy Wealth Management, Inc JCPB ($46.85) Holding Chart
Legacy Wealth Management, Inc JCPB ($46.85) 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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