RIVERCHASE WEALTH MANAGEMENT, LLC JCPB Holdings History
RIVERCHASE WEALTH MANAGEMENT, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, RIVERCHASE WEALTH MANAGEMENT, LLC held 321,814.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $15.14 Mil. This investment constitutes 10.6% of their stock portfolio, and RIVERCHASE WEALTH MANAGEMENT, LLC now holds 0.24% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2024Q4. And since then RIVERCHASE WEALTH MANAGEMENT, LLC has made 1 purchases of JCPB, at an average price of $46.85, for a total of 321,814.00 shares. Based on historical transaction data and JCPB's current price of $46.51, RIVERCHASE WEALTH MANAGEMENT, LLC's estimated gain on his JCPB holdings is $-110,423.06, reflecting a -0.73% gain to date.
RIVERCHASE WEALTH MANAGEMENT, LLC JCPB ($46.51) Holding Chart
RIVERCHASE WEALTH MANAGEMENT, LLC JCPB ($46.51) 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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