Ameritas Advisory Services’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 | $712K | Sell |
15,136
-13,839
| -48% | -$651K | 0.04% | 425 |
|
|
2025
Q1 | $1.35M | Sell |
28,975
-91,218
| -76% | -$4.26M | 0.05% | 317 |
|
|
2024
Q4 | $5.54M | Buy |
120,193
+946
| +0.8% | +$43.6K | 0.19% | 109 |
|
|
2024
Q3 | $5.75M | Buy |
119,247
+20,645
| +21% | +$996K | 0.25% | 93 |
|
|
2024
Q2 | $4.57M | Buy |
98,602
+5,459
| +6% | +$253K | 0.17% | 117 |
|
|
2024
Q1 | $4.34M | Buy |
93,143
+87,544
| +1,564% | +$4.08M | 0.18% | 113 |
|
|
2023
Q4 | $262K | Buy |
+5,599
| New | +$262K | 0.01% | 583 |
|
|
2023
Q2 | – | Sell |
-1,162
| Closed | -$55K | – | 1592 |
|
|
2023
Q1 | $55K | Buy |
+1,162
| New | +$55K | ﹤0.01% | 1229 |
|