Vestmark Advisory Solutions, Inc. JCPB Holdings History
Vestmark Advisory Solutions, Inc.'s JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, Vestmark Advisory Solutions, Inc. held 1.48 Mil shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $69.39 Mil. This investment constitutes 1.79% of their stock portfolio, and Vestmark Advisory Solutions, Inc. now holds 1.09% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2021Q3. And since then Vestmark Advisory Solutions, Inc. has made 14 purchases of JCPB, at an average price of $46.94, for a total of 1.49 Mil shares. In addition, there have been 1 sales at an average price of $46.89 for 15,683.00 shares. Based on historical transaction data and JCPB's current price of $46.55, Vestmark Advisory Solutions, Inc.'s estimated gain on his JCPB holdings is $-570,678.10, reflecting a -0.82% gain to date.
Vestmark Advisory Solutions, Inc. JCPB ($46.55) Holding Chart
Vestmark Advisory Solutions, 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 % |
Top Ranked Articles
- 1