APP
Avantax Planning Partners’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 | $42.5M | Buy |
902,479
+353,945
| +65% | +$16.7M | 1.35% | 12 |
|
|
2025
Q1 | $25.8M | Buy |
548,534
+138,691
| +34% | +$6.52M | 0.91% | 23 |
|
|
2024
Q4 | $18.9M | Buy |
409,843
+132,685
| +48% | +$6.11M | 0.68% | 26 |
|
|
2024
Q3 | $13.4M | Buy |
277,158
+163,803
| +145% | +$7.9M | 0.48% | 32 |
|
|
2024
Q2 | $5.25M | Buy |
+113,355
| New | +$5.25M | 0.17% | 87 |
|