N.E.W. Advisory Services LLC JCPB Holdings History
N.E.W. Advisory Services LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, N.E.W. Advisory Services LLC held 342,893.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $16.13 Mil. This investment constitutes 1.23% of their stock portfolio, and N.E.W. Advisory Services LLC now holds 0.25% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2023Q4. And since then N.E.W. Advisory Services LLC has made 5 purchases of JCPB, at an average price of $46.15, for a total of 360,590.00 shares. In addition, there have been 1 sales at an average price of $47.50 for 17,697.00 shares. Based on historical transaction data and JCPB's current price of $46.46, N.E.W. Advisory Services LLC's estimated gain on his JCPB holdings is $130,590.98, reflecting a 0.78% gain to date.
N.E.W. Advisory Services LLC JCPB ($46.46) Holding Chart
N.E.W. Advisory Services LLC 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 % | |||
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