YARGER WEALTH STRATEGIES, LLC JBND Holdings History
YARGER WEALTH STRATEGIES, LLC's JP MORGAN ETF TRUS Holding Summary
As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 98,355.00 shares of JP MORGAN ETF TRUS(JBND), totaling $5.26 Mil. This investment constitutes 3.07% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 0.3% of the outstanding JP MORGAN ETF TRUS(JBND) stock.
The initial trade took place in 2024Q1. And since then YARGER WEALTH STRATEGIES, LLC has made 3 purchases of JBND, at an average price of $52.36, for a total of 152,036.00 shares. In addition, there have been 2 sales at an average price of $53.05 for 53,681.00 shares. Based on historical transaction data and JBND's current price of $53.02, YARGER WEALTH STRATEGIES, LLC's estimated gain on his JBND holdings is $101,671.96, reflecting a 1.28% gain to date.
YARGER WEALTH STRATEGIES, LLC JBND ($53.02) Holding Chart
YARGER WEALTH STRATEGIES, LLC JBND ($53.02) 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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