Beaumont Financial Advisors’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
Q1 | – | Sell |
-5,256
| Closed | -$242K | – | 377 |
|
|
2024
Q4 | $242K | Buy |
5,256
+83
| +2% | +$3.82K | 0.02% | 327 |
|
|
2024
Q3 | $250K | Sell |
5,173
-178
| -3% | -$8.59K | 0.02% | 305 |
|
|
2024
Q2 | $248K | Sell |
5,351
-107
| -2% | -$4.96K | 0.02% | 306 |
|
|
2024
Q1 | $255K | Sell |
5,458
-282
| -5% | -$13.2K | 0.02% | 307 |
|
|
2023
Q4 | $270K | Sell |
5,740
-125
| -2% | -$5.89K | 0.02% | 283 |
|
|
2023
Q3 | $262K | Buy |
5,865
+390
| +7% | +$17.4K | 0.03% | 271 |
|
|
2023
Q2 | $255K | Sell |
5,475
-5
| -0.1% | -$233 | 0.02% | 290 |
|
|
2023
Q1 | $260K | Hold |
5,480
| – | – | 0.03% | 268 |
|
|
2022
Q4 | $252K | Buy |
+5,480
| New | +$252K | 0.03% | 277 |
|