Beacon Pointe Advisors’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 | $1.35M | Sell |
28,685
-515
| -2% | -$24.2K | 0.01% | 580 |
|
|
2025
Q1 | $1.37M | Sell |
29,200
-4,787
| -14% | -$225K | 0.02% | 556 |
|
|
2024
Q4 | $1.57M | Buy |
33,987
+8,287
| +32% | +$382K | 0.02% | 517 |
|
|
2024
Q3 | $1.24M | Buy |
25,700
+11,635
| +83% | +$561K | 0.01% | 573 |
|
|
2024
Q2 | $652K | Sell |
14,065
-1,400
| -9% | -$64.9K | 0.01% | 778 |
|
|
2024
Q1 | $721K | Buy |
15,465
+1,693
| +12% | +$79K | 0.01% | 780 |
|
|
2023
Q4 | $648K | Buy |
13,772
+1,987
| +17% | +$93.6K | 0.01% | 797 |
|
|
2023
Q3 | $526K | Buy |
11,785
+7,396
| +169% | +$330K | 0.01% | 845 |
|
|
2023
Q2 | $204K | Buy |
+4,389
| New | +$204K | ﹤0.01% | 997 |
|