McAdam, LLC JCPB Holdings History

Number of Shares
395,896.00
Current Holdings Value*
$18.62 Mil
% of Portfolio
1.15%
Total Estimate Gain
$-174,394.04
% of Total Estimate Gain
-0.94%

McAdam, LLC's JPMorgan Core Plus Bond ETF Holding Summary

As of 2025-03-31, McAdam, LLC held 395,896.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $18.62 Mil. This investment constitutes 1.15% of their stock portfolio, and McAdam, LLC now holds 0.29% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2024Q3. And since then McAdam, LLC has made 3 purchases of JCPB, at an average price of $46.94, for a total of 395,896.00 shares. Based on historical transaction data and JCPB's current price of $46.50, McAdam, LLC's estimated gain on his JCPB holdings is $-174,394.04, reflecting a -0.94% gain to date.

McAdam, LLC JCPB ($46.50) Holding Chart

McAdam, LLC JCPB ($46.50) 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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