AE Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9K | Buy |
593
+79
| +15% | +$3.72K | ﹤0.01% | 1702 |
|
|
2025
Q1 | $24.2K | Buy |
514
+6
| +1% | +$282 | ﹤0.01% | 1700 |
|
|
2024
Q4 | $23.4K | Buy |
+508
| New | +$23.4K | ﹤0.01% | 1701 |
|
|
2023
Q2 | – | Sell |
-4,358
| Closed | -$207K | – | 1981 |
|
|
2023
Q1 | $207K | Buy |
+4,358
| New | +$207K | ﹤0.01% | 1726 |
|