Number of Shares
409,302.00
Current Holdings Value*
$19.25 Mil
% of Portfolio
3.2%
Total Estimate Gain
$-1,137.18
% of Total Estimate Gain
-0.01%

Tarbox Family Office, Inc.'s JPMorgan Core Plus Bond ETF Holding Summary

As of 2025-03-31, Tarbox Family Office, Inc. held 409,302.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $19.25 Mil. This investment constitutes 3.2% of their stock portfolio, and Tarbox Family Office, Inc. now holds 0.3% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2024Q2. And since then Tarbox Family Office, Inc. has made 4 purchases of JCPB, at an average price of $46.79, for a total of 409,302.00 shares. Based on historical transaction data and JCPB's current price of $46.79, Tarbox Family Office, Inc.'s estimated gain on his JCPB holdings is $-1,137.18, reflecting a -0.01% gain to date.

Tarbox Family Office, Inc. JCPB ($46.79) Holding Chart

Tarbox Family Office, Inc. JCPB ($46.79) 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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