McCarthy & Cox JPIB Holdings History

Number of Shares
365,940.00
Current Holdings Value*
$17.52 Mil
% of Portfolio
7.63%
Total Estimate Gain
$295,147.26
% of Total Estimate Gain
1.62%

McCarthy & Cox's JPMorgan International Bond Opportunities ETF Holding Summary

As of 2025-03-31, McCarthy & Cox held 365,940.00 shares of JPMorgan International Bond Opportunities ETF(JPIB), totaling $17.52 Mil. This investment constitutes 7.63% of their stock portfolio, and McCarthy & Cox now holds 2.79% of the outstanding JPMorgan International Bond Opportunities ETF(JPIB) stock.

The initial trade took place in 2024Q1. And since then McCarthy & Cox has made 3 purchases of JPIB, at an average price of $47.67, for a total of 381,913.00 shares. In addition, there have been 1 sales at an average price of $47.14 for 15,973.00 shares. Based on historical transaction data and JPIB's current price of $48.50, McCarthy & Cox's estimated gain on his JPIB holdings is $295,147.26, reflecting a 1.62% gain to date.

McCarthy & Cox JPIB ($48.50) Holding Chart

McCarthy & Cox JPIB ($48.50) 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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