Summit Financial Strategies, Inc. JCPB Holdings History
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 $46.51, Summit Financial Strategies, Inc.'s estimated gain on his JCPB holdings is $-17,734.96, reflecting a -0.02% gain to date.
Summit Financial Strategies, Inc. JCPB ($46.51) Holding Chart
Summit Financial Strategies, 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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