Spire Wealth Management JCPB Holdings History
Spire Wealth Management's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, Spire Wealth Management held 475,044.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $22.35 Mil. This investment constitutes 0.72% of their stock portfolio, and Spire Wealth Management now holds 0.36% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2023Q2. And since then Spire Wealth Management has made 3 purchases of JCPB, at an average price of $46.50, for a total of 475,194.00 shares. In addition, there have been 5 sales at an average price of $45.60 for 150.00 shares. Based on historical transaction data and JCPB's current price of $46.55, Spire Wealth Management's estimated gain on his JCPB holdings is $23,534.24, reflecting a 0.11% gain to date.
Spire Wealth Management JCPB ($46.55) Holding Chart
Spire Wealth Management 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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