Taylor & Morgan Wealth Management, LLC JBND Holdings History
Number of Shares
4,911.00
Current Holdings Value*
$263,180.00
% of Portfolio
0.18%
Total Estimate Gain
$-
% of Total Estimate Gain
0.00%
Taylor & Morgan Wealth Management, LLC's JP MORGAN ETF TRUS Holding Summary
As of 2025-06-30, Taylor & Morgan Wealth Management, LLC held 4,911.00 shares of JP MORGAN ETF TRUS(JBND), totaling $263,180.00. This investment constitutes 0.18% of their stock portfolio, and Taylor & Morgan Wealth Management, LLC now holds 0.01% of the outstanding JP MORGAN ETF TRUS(JBND) stock.
The initial trade took place in 2025Q1. And since then Taylor & Morgan Wealth Management, LLC has made 1 purchases of JBND, at an average price of $52.79, for a total of 4,911.00 shares. Based on historical transaction data and JBND's current price of $52.79, Taylor & Morgan Wealth Management, LLC's estimated gain on his JBND holdings is $-, reflecting a 0.00% gain to date.
Taylor & Morgan Wealth Management, LLC JBND ($52.79) Holding Chart
Taylor & Morgan Wealth Management, LLC JBND ($52.79) 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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