Capital Advisors Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.41M | Sell |
|
|||||
|
2025
Q2 | $2.42M | Sell |
|
|||||
|
2025
Q1 | $2.42M | Buy |
|
|||||
|
2024
Q4 | $1.65M | Sell |
|
|||||
|
2024
Q3 | $1.87M | Buy |
|
|||||
|
2024
Q2 | $1.66M | Sell |
|
|||||
|
2024
Q1 | $2.06M | Sell |
|
|||||
|
2023
Q4 | $2.26M | Buy |
|
|||||
|
2023
Q3 | $2.07M | Buy |
|
|||||
|
2023
Q2 | $2.11M | Buy |
|
|||||
|
2023
Q1 | $1.87M | Buy |
|
|||||
|
2022
Q4 | $939K | Buy |
|
|||||
|
2022
Q3 | $660K | Buy |
|
|||||
|
2022
Q2 | $240K | Buy |
|