Axxcess Wealth Management’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 | – | Sell |
-61,331
| Closed | -$2.89M | – | 909 |
|
|
2025
Q1 | $2.89M | Buy |
61,331
+49,231
| +407% | +$2.32M | 0.08% | 200 |
|
|
2024
Q4 | $557K | Sell |
12,100
-3,550
| -23% | -$164K | 0.01% | 523 |
|
|
2024
Q3 | $755K | Sell |
15,650
-3,500
| -18% | -$169K | 0.02% | 457 |
|
|
2024
Q2 | $887K | Sell |
19,150
-48,735
| -72% | -$2.26M | 0.02% | 397 |
|
|
2024
Q1 | $3.17M | Buy |
67,885
+17,631
| +35% | +$822K | 0.09% | 179 |
|
|
2023
Q4 | $2.37M | Buy |
+50,254
| New | +$2.37M | 0.07% | 217 |
|