Number of Shares
1.93 Mil
Current Holdings Value*
$90.65 Mil
% of Portfolio
9.14%
Total Estimate Gain
$348,391.24
% of Total Estimate Gain
0.39%

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

As of 2025-03-31, Summit Financial Strategies, Inc. held 1.93 Mil shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $90.65 Mil. This investment constitutes 9.14% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 1.44% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2024Q4. And since then Summit Financial Strategies, Inc. has made 2 purchases of JCPB, at an average price of $46.52, for a total of 1.93 Mil shares. Based on historical transaction data and JCPB's current price of $46.70, Summit Financial Strategies, Inc.'s estimated gain on his JCPB holdings is $348,391.24, reflecting a 0.39% gain to date.

Summit Financial Strategies, Inc. JCPB ($46.70) Holding Chart

Summit Financial Strategies, Inc. JCPB ($46.70) 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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