SENTINEL PENSION ADVISORS, LLC JCPB Holdings History
Number of Shares
1.12 Mil
Current Holdings Value*
$52.64 Mil
% of Portfolio
9.69%
Total Estimate Gain
$617,733.06
% of Total Estimate Gain
1.20%
SENTINEL PENSION ADVISORS, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, SENTINEL PENSION ADVISORS, LLC held 1.12 Mil shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $52.64 Mil. This investment constitutes 9.69% of their stock portfolio, and SENTINEL PENSION ADVISORS, LLC now holds 0.85% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2024Q2. And since then SENTINEL PENSION ADVISORS, LLC has made 4 purchases of JCPB, at an average price of $46.12, for a total of 1.12 Mil shares. Based on historical transaction data and JCPB's current price of $46.67, SENTINEL PENSION ADVISORS, LLC's estimated gain on his JCPB holdings is $617,733.06, reflecting a 1.20% gain to date.
SENTINEL PENSION ADVISORS, LLC JCPB ($46.67) Holding Chart
SENTINEL PENSION ADVISORS, LLC JCPB ($46.67) 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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