Windsor Wealth Management, Inc. JCPB Holdings History
Windsor Wealth Management, Inc.'s JPMorgan Core Plus Bond ETF Holding Summary
As of 2023-09-30, Windsor Wealth Management, Inc. held 349,998.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $15.63 Mil. This investment constitutes 2.86% of their stock portfolio, and Windsor Wealth Management, Inc. now holds 1.74% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2022Q2. And since then Windsor Wealth Management, Inc. has made 6 purchases of JCPB, at an average price of $46.92, for a total of 349,998.00 shares. Based on historical transaction data and JCPB's current price of $46.67, Windsor Wealth Management, Inc.'s estimated gain on his JCPB holdings is $-85,906.10, reflecting a -0.52% gain to date.
Windsor Wealth Management, Inc. JCPB ($46.67) Holding Chart
Windsor Wealth Management, Inc. JCPB ($46.67) 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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