Atria Wealth Solutions’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Sell |
80,983
-60,763
| -43% | -$2.84M | 0.09% | 262 |
|
|
2025
Q1 | $6.67M | Buy |
141,746
+15,329
| +12% | +$721K | 0.08% | 262 |
|
|
2024
Q4 | $5.83M | Buy |
126,417
+12,660
| +11% | +$584K | 0.06% | 315 |
|
|
2024
Q3 | $5.49M | Buy |
113,757
+35,157
| +45% | +$1.7M | 0.06% | 320 |
|
|
2024
Q2 | $3.64M | Buy |
78,600
+3,192
| +4% | +$148K | 0.04% | 420 |
|
|
2024
Q1 | $3.52M | Buy |
75,408
+6,375
| +9% | +$297K | 0.04% | 443 |
|
|
2023
Q4 | $3.25M | Buy |
69,033
+33,746
| +96% | +$1.59M | 0.04% | 439 |
|
|
2023
Q3 | $1.58M | Buy |
35,287
+17,582
| +99% | +$785K | 0.02% | 633 |
|
|
2023
Q2 | $825K | Buy |
17,705
+1,680
| +10% | +$78.3K | 0.01% | 926 |
|
|
2023
Q1 | $759K | Buy |
16,025
+5,953
| +59% | +$282K | 0.01% | 924 |
|
|
2022
Q4 | $463K | Buy |
10,072
+245
| +2% | +$11.3K | 0.01% | 1116 |
|
|
2022
Q3 | $451K | Buy |
+9,827
| New | +$451K | 0.01% | 1074 |
|