Avantax 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 | $11.3M | Buy |
240,128
+63,659
| +36% | +$3M | 0.06% | 249 |
|
|
2025
Q1 | $8.3M | Buy |
176,469
+24,456
| +16% | +$1.15M | 0.05% | 288 |
|
|
2024
Q4 | $7M | Buy |
152,013
+39,416
| +35% | +$1.82M | 0.04% | 306 |
|
|
2024
Q3 | $5.43M | Buy |
112,597
+44,871
| +66% | +$2.16M | 0.04% | 370 |
|
|
2024
Q2 | $3.14M | Buy |
67,726
+53,114
| +363% | +$2.46M | 0.02% | 514 |
|
|
2024
Q1 | $682K | Buy |
14,612
+2,011
| +16% | +$93.8K | 0.01% | 909 |
|
|
2023
Q4 | $593K | Buy |
+12,601
| New | +$593K | 0.01% | 914 |
|
|
2023
Q2 | – | Sell |
-4,575
| Closed | -$217K | – | 1541 |
|
|
2023
Q1 | $217K | Buy |
+4,575
| New | +$217K | ﹤0.01% | 1332 |
|