Triad Wealth Partners, LLC JCPB Holdings History
Triad Wealth Partners, LLC's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 537,237.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $25.28 Mil. This investment constitutes 5.11% of their stock portfolio, and Triad Wealth Partners, LLC now holds 0.36% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2024Q1. And since then Triad Wealth Partners, LLC has made 5 purchases of JCPB, at an average price of $46.76, for a total of 537,237.00 shares. Based on historical transaction data and JCPB's current price of $46.65, Triad Wealth Partners, LLC's estimated gain on his JCPB holdings is $-60,559.27, reflecting a -0.24% gain to date.
Triad Wealth Partners, LLC JCPB ($46.65) Holding Chart
Triad Wealth Partners, LLC JCPB ($46.65) 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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