Peterson Wealth Advisors, LLC JBND Holdings History
Peterson Wealth Advisors, LLC's JP MORGAN ETF TRUS Holding Summary
As of 2025-06-30, Peterson Wealth Advisors, LLC held 176,130.00 shares of JP MORGAN ETF TRUS(JBND), totaling $9.44 Mil. This investment constitutes 1.56% of their stock portfolio, and Peterson Wealth Advisors, LLC now holds 0.41% of the outstanding JP MORGAN ETF TRUS(JBND) stock.
The initial trade took place in 2024Q2. And since then Peterson Wealth Advisors, LLC has made 5 purchases of JBND, at an average price of $52.98, for a total of 176,130.00 shares. Based on historical transaction data and JBND's current price of $53.30, Peterson Wealth Advisors, LLC's estimated gain on his JBND holdings is $55,574.45, reflecting a 0.60% gain to date.
Peterson Wealth Advisors, LLC JBND ($53.30) Holding Chart
Peterson Wealth Advisors, LLC JBND ($53.30) 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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