Bogart Wealth LLC’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 | $66.6M | Buy |
1,416,196
+34,436
| +2% | +$1.62M | 2.85% | 9 |
|
|
2025
Q1 | $65M | Buy |
1,381,760
+435,739
| +46% | +$20.5M | 3.07% | 9 |
|
|
2024
Q4 | $43.6M | Buy |
946,021
+56,280
| +6% | +$2.59M | 2.07% | 12 |
|
|
2024
Q3 | $42.9M | Buy |
889,741
+29,856
| +3% | +$1.44M | 2.03% | 15 |
|
|
2024
Q2 | $39.8M | Buy |
859,885
+17,241
| +2% | +$799K | 2.03% | 13 |
|
|
2024
Q1 | $39.3M | Buy |
+842,644
| New | +$39.3M | 2.02% | 13 |
|