Roberts Wealth Advisors, LLC JSCP Holdings History
Roberts Wealth Advisors, LLC's JPMorgan Short Duration Core Plus ETF Holding Summary
As of 2025-03-31, Roberts Wealth Advisors, LLC held 130,957.00 shares of JPMorgan Short Duration Core Plus ETF(JSCP), totaling $6.18 Mil. This investment constitutes 1.91% of their stock portfolio, and Roberts Wealth Advisors, LLC now holds 1.06% of the outstanding JPMorgan Short Duration Core Plus ETF(JSCP) stock.
The initial trade took place in 2025Q1. And since then Roberts Wealth Advisors, LLC has made 1 purchases of JSCP, at an average price of $46.90, for a total of 130,957.00 shares. Based on historical transaction data and JSCP's current price of $47.18, Roberts Wealth Advisors, LLC's estimated gain on his JSCP holdings is $36,667.96, reflecting a 0.60% gain to date.
Roberts Wealth Advisors, LLC JSCP ($47.18) Holding Chart
Roberts Wealth Advisors, LLC JSCP ($47.18) 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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