Number of Shares
605,997.00
Current Holdings Value*
$28.52 Mil
% of Portfolio
7.35%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
2.89%

VOISARD ASSET MANAGEMENT GROUP, INC.'s JPMorgan Core Plus Bond ETF Holding Summary

As of 2025-06-30, VOISARD ASSET MANAGEMENT GROUP, INC. held 605,997.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $28.52 Mil. This investment constitutes 7.35% of their stock portfolio, and VOISARD ASSET MANAGEMENT GROUP, INC. now holds 0.42% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.

The initial trade took place in 2023Q4. And since then VOISARD ASSET MANAGEMENT GROUP, INC. has made 3 purchases of JCPB, at an average price of $45.28, for a total of 840,697.00 shares. In addition, there have been 3 sales at an average price of $46.70 for 234,700.00 shares. Based on historical transaction data and JCPB's current price of $46.55, VOISARD ASSET MANAGEMENT GROUP, INC.'s estimated gain on his JCPB holdings is $1.10 Mil, reflecting a 2.89% gain to date.

VOISARD ASSET MANAGEMENT GROUP, INC. JCPB ($46.55) Holding Chart

VOISARD ASSET MANAGEMENT GROUP, INC. JCPB ($46.55) 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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