Acima Private Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.79M | Sell |
208,007
-21,713
| -9% | -$1.02M | 3.34% | 7 |
|
|
2025
Q1 | $10.8M | Sell |
229,720
-52,146
| -19% | -$2.45M | 3.88% | 6 |
|
|
2024
Q4 | $13M | Buy |
281,866
+24,942
| +10% | +$1.15M | 4.37% | 6 |
|
|
2024
Q3 | $12.4M | Buy |
256,924
+7,877
| +3% | +$380K | 4.15% | 6 |
|
|
2024
Q2 | $11.5M | Buy |
249,047
+3,415
| +1% | +$158K | 4.24% | 5 |
|
|
2024
Q1 | $11.5M | Buy |
245,632
+3,311
| +1% | +$154K | 4.22% | 7 |
|
|
2023
Q4 | $11.4M | Buy |
+242,321
| New | +$11.4M | 4.45% | 6 |
|