SPC Financial, Inc. JCPB Holdings History

Number of Shares
560,615.00
Current Holdings Value*
$26.37 Mil
% of Portfolio
2.32%
Total Estimate Gain
$696,395.10
% of Total Estimate Gain
2.68%

SPC Financial, Inc.'s JPMorgan Core Plus Bond ETF Holding Summary

As of 2025-03-31, SPC Financial, Inc. held 560,615.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $26.37 Mil. This investment constitutes 2.32% of their stock portfolio, and SPC Financial, Inc. now holds 0.42% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2023Q4. And since then SPC Financial, Inc. has made 5 purchases of JCPB, at an average price of $45.32, for a total of 572,960.00 shares. In addition, there have been 1 sales at an average price of $47.50 for 12,345.00 shares. Based on historical transaction data and JCPB's current price of $46.51, SPC Financial, Inc.'s estimated gain on his JCPB holdings is $696,395.10, reflecting a 2.68% gain to date.

SPC Financial, Inc. JCPB ($46.51) Holding Chart

SPC Financial, Inc. 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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