Number of Shares
338,306.00
Current Holdings Value*
$15.61 Mil
% of Portfolio
3.95%
Total Estimate Gain
$-37,918.75
% of Total Estimate Gain
-0.21%

Trinity Legacy Partners, LLC's JPMorgan Core Plus Bond ETF Holding Summary

As of 2025-03-31, Trinity Legacy Partners, LLC held 338,306.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $15.61 Mil. This investment constitutes 3.95% of their stock portfolio, and Trinity Legacy Partners, LLC now holds 0.25% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2023Q2. And since then Trinity Legacy Partners, LLC has made 6 purchases of JCPB, at an average price of $46.57, for a total of 379,808.00 shares. In addition, there have been 2 sales at an average price of $46.55 for 41,502.00 shares. Based on historical transaction data and JCPB's current price of $46.46, Trinity Legacy Partners, LLC's estimated gain on his JCPB holdings is $-37,918.75, reflecting a -0.21% gain to date.

Trinity Legacy Partners, LLC JCPB ($46.46) Holding Chart

Trinity Legacy Partners, LLC JCPB ($46.46) 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 %

Top Ranked Articles

  • 1