Peterson Wealth Advisors, LLC JCPB Holdings History
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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