Belpointe Asset Management’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 | $1.82M | Buy |
38,670
+1,315
| +4% | +$61.9K | 0.08% | 218 |
|
|
2025
Q1 | $1.76M | Sell |
37,355
-2,037
| -5% | -$95.8K | 0.09% | 206 |
|
|
2024
Q4 | $1.81M | Buy |
39,392
+117
| +0.3% | +$5.39K | 0.11% | 186 |
|
|
2024
Q3 | $1.89M | Buy |
39,275
+920
| +2% | +$44.4K | 0.11% | 183 |
|
|
2024
Q2 | $1.78M | Buy |
38,355
+1,484
| +4% | +$68.8K | 0.12% | 158 |
|
|
2024
Q1 | $1.72M | Sell |
36,871
-15,360
| -29% | -$716K | 0.13% | 150 |
|
|
2023
Q4 | $2.46M | Buy |
+52,231
| New | +$2.46M | 0.22% | 86 |
|