McCarthy & Cox JCPB Holdings History

Number of Shares
608,221.00
Current Holdings Value*
$28.62 Mil
% of Portfolio
7.5%
Total Estimate Gain
$-168,039.90
% of Total Estimate Gain
-0.56%

McCarthy & Cox's JPMorgan Core Plus Bond ETF Holding Summary

As of 2025-06-30, McCarthy & Cox held 608,221.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $28.62 Mil. This investment constitutes 7.5% of their stock portfolio, and McCarthy & Cox now holds 0.41% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2024Q1. And since then McCarthy & Cox has made 4 purchases of JCPB, at an average price of $46.74, for a total of 645,860.00 shares. In addition, there have been 1 sales at an average price of $46.86 for 37,639.00 shares. Based on historical transaction data and JCPB's current price of $46.46, McCarthy & Cox's estimated gain on his JCPB holdings is $-168,039.90, reflecting a -0.56% gain to date.

McCarthy & Cox JCPB ($46.46) Holding Chart

McCarthy & Cox JCPB ($46.46) 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