Wiser Wealth Management, Inc JCPB Holdings History
Wiser Wealth Management, Inc's JPMorgan Core Plus Bond ETF Holding Summary
As of 2025-03-31, Wiser Wealth Management, Inc held 949,295.00 shares of JPMorgan Core Plus Bond ETF(JCPB), totaling $44.65 Mil. This investment constitutes 12.53% of their stock portfolio, and Wiser Wealth Management, Inc now holds 0.72% of the outstanding JPMorgan Core Plus Bond ETF(JCPB) stock.
The initial trade took place in 2024Q1. And since then Wiser Wealth Management, Inc has made 4 purchases of JCPB, at an average price of $46.51, for a total of 988,720.00 shares. In addition, there have been 1 sales at an average price of $46.86 for 39,425.00 shares. Based on historical transaction data and JCPB's current price of $46.51, Wiser Wealth Management, Inc's estimated gain on his JCPB holdings is $9,870.61, reflecting a 0.02% gain to date.
Wiser Wealth Management, Inc JCPB ($46.51) Holding Chart
Wiser Wealth Management, Inc JCPB ($46.51) 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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