Advisornet Financial’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 | $696K | Buy |
14,781
+7,674
| +108% | +$361K | 0.04% | 305 |
|
|
2025
Q1 | $334K | Hold |
7,107
| – | – | 0.02% | 426 |
|
|
2024
Q4 | $327K | Buy |
7,107
+4,682
| +193% | +$216K | 0.03% | 394 |
|
|
2024
Q3 | $117K | Hold |
2,425
| – | – | 0.01% | 659 |
|
|
2024
Q2 | $112K | Sell |
2,425
-1,000
| -29% | -$46.3K | 0.01% | 607 |
|
|
2024
Q1 | $160K | Hold |
3,425
| – | – | 0.02% | 520 |
|
|
2023
Q4 | $161K | Buy |
3,425
+425
| +14% | +$20K | 0.01% | 520 |
|
|
2023
Q3 | $134K | Sell |
3,000
-2,315
| -44% | -$103K | 0.01% | 533 |
|
|
2023
Q2 | $248K | Buy |
5,315
+500
| +10% | +$23.3K | 0.02% | 440 |
|
|
2023
Q1 | $228K | Buy |
4,815
+2,500
| +108% | +$118K | 0.02% | 441 |
|
|
2022
Q4 | $106K | Buy |
+2,315
| New | +$106K | 0.01% | 609 |
|