Aveo Capital Partners’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 | – | Sell |
-48,921
| Closed | -$2.28M | – | 86 |
|
|
2025
Q1 | $2.28M | Sell |
48,921
-11,475
| -19% | -$534K | 0.38% | 52 |
|
|
2024
Q4 | $2.78M | Sell |
60,396
-6,210
| -9% | -$286K | 0.3% | 78 |
|
|
2024
Q3 | $3.21M | Buy |
66,606
+396
| +0.6% | +$19.1K | 0.34% | 76 |
|
|
2024
Q2 | $3.07M | Buy |
66,210
+504
| +0.8% | +$23.4K | 0.35% | 76 |
|
|
2024
Q1 | $3.01M | Sell |
65,706
-107,923
| -62% | -$4.94M | 0.33% | 81 |
|
|
2023
Q4 | $8.18M | Sell |
173,629
-18,262
| -10% | -$860K | 0.99% | 27 |
|
|
2023
Q3 | $8.57M | Sell |
191,891
-211,001
| -52% | -$9.43M | 1.13% | 19 |
|
|
2023
Q2 | $18.8M | Buy |
402,892
+151,298
| +60% | +$7.05M | 2.38% | 5 |
|
|
2023
Q1 | $11.9M | Sell |
251,594
-5,567
| -2% | -$264K | 1.59% | 14 |
|
|
2022
Q4 | $11.8M | Buy |
+257,161
| New | +$11.8M | 1.78% | 11 |
|