BWM
BCGM 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 | $5.29M | Sell |
112,309
-99,984
| -47% | -$4.71M | 1.49% | 16 |
|
|
2025
Q1 | $9.99M | Sell |
212,293
-20,451
| -9% | -$962K | 3.07% | 6 |
|
|
2024
Q4 | $10.7M | Sell |
232,744
-61,832
| -21% | -$2.85M | 3.4% | 6 |
|
|
2024
Q3 | $14.2M | Buy |
294,576
+110,356
| +60% | +$5.32M | 4.61% | 3 |
|
|
2024
Q2 | $8.53M | Sell |
184,220
-2,585
| -1% | -$120K | 2.96% | 7 |
|
|
2024
Q1 | $8.71M | Buy |
186,805
+181,991
| +3,780% | +$8.49M | 3.13% | 6 |
|
|
2023
Q4 | $227K | Buy |
+4,814
| New | +$227K | 0.09% | 127 |
|