Peninsula Wealth, LLC JCPB Holdings History
Peninsula Wealth, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2024-12-31, Peninsula Wealth, LLC held 28,260.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $1.30 Mil. This investment constitutes 0.22% of their stock portfolio, and Peninsula Wealth, LLC now holds 0.02% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2024Q4. And since then Peninsula Wealth, LLC has made 1 purchases of JCPB, at an average price of $46.86, for a total of 28,260.00 shares. Based on historical transaction data and JCPB's current price of $46.46, Peninsula Wealth, LLC's estimated gain on his JCPB holdings is $-11,304.00, reflecting a -0.85% gain to date.
Peninsula Wealth, LLC JCPB ($46.46) Holding Chart
Peninsula Wealth, 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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