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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