MN Wealth Advisors, LLC JCPB Holdings History
MN Wealth Advisors, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, MN Wealth Advisors, LLC held 114,234.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $5.37 Mil. This investment constitutes 3.16% of their stock portfolio, and MN Wealth Advisors, LLC now holds 0.09% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2023Q4. And since then MN Wealth Advisors, LLC has made 1 purchases of JCPB, at an average price of $45.22, for a total of 170,486.00 shares. In addition, there have been 4 sales at an average price of $46.53 for 56,252.00 shares. Based on historical transaction data and JCPB's current price of $46.56, MN Wealth Advisors, LLC's estimated gain on his JCPB holdings is $226,122.96, reflecting a 2.93% gain to date.
MN Wealth Advisors, LLC JCPB ($46.56) Holding Chart
MN Wealth Advisors, LLC JCPB ($46.56) 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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