Number of Shares
365,188.00
Current Holdings Value*
$17.19 Mil
% of Portfolio
2.84%
Total Estimate Gain
$-986,687.90
% of Total Estimate Gain
-3.97%

Peterson Wealth Advisors, LLC's JPMorgan Core Plus Bond ETF Holding Summary

As of 2025-06-30, Peterson Wealth Advisors, LLC held 365,188.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $17.19 Mil. This investment constitutes 2.84% of their stock portfolio, and Peterson Wealth Advisors, LLC now holds 0.25% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2022Q2. And since then Peterson Wealth Advisors, LLC has made 7 purchases of JCPB, at an average price of $48.29, for a total of 514,236.00 shares. In addition, there have been 6 sales at an average price of $45.93 for 149,048.00 shares. Based on historical transaction data and JCPB's current price of $46.55, Peterson Wealth Advisors, LLC's estimated gain on his JCPB holdings is $-986,687.90, reflecting a -3.97% gain to date.

Peterson Wealth Advisors, LLC JCPB ($46.55) Holding Chart

Peterson Wealth Advisors, LLC JCPB ($46.55) 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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