CAWM
Capital Advisors Wealth Management’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 | $2.42M | Sell |
51,430
-39
| -0.1% | -$1.84K | 0.38% | 54 |
|
|
2025
Q1 | $2.42M | Buy |
51,469
+15,602
| +43% | +$734K | 0.43% | 47 |
|
|
2024
Q4 | $1.65M | Sell |
35,867
-2,921
| -8% | -$135K | 0.29% | 52 |
|
|
2024
Q3 | $1.87M | Buy |
38,788
+2,968
| +8% | +$143K | 0.34% | 47 |
|
|
2024
Q2 | $1.66M | Sell |
35,820
-8,394
| -19% | -$389K | 0.33% | 46 |
|
|
2024
Q1 | $2.06M | Sell |
44,214
-3,684
| -8% | -$172K | 0.43% | 40 |
|
|
2023
Q4 | $2.26M | Buy |
47,898
+1,611
| +3% | +$75.9K | 0.51% | 36 |
|
|
2023
Q3 | $2.07M | Buy |
46,287
+1,005
| +2% | +$44.9K | 0.54% | 36 |
|
|
2023
Q2 | $2.11M | Buy |
45,282
+5,863
| +15% | +$273K | 0.54% | 39 |
|
|
2023
Q1 | $1.87M | Buy |
39,419
+18,978
| +93% | +$899K | 0.52% | 42 |
|
|
2022
Q4 | $939K | Buy |
20,441
+6,045
| +42% | +$278K | 0.28% | 48 |
|
|
2022
Q3 | $660K | Buy |
14,396
+9,405
| +188% | +$431K | 0.22% | 55 |
|
|
2022
Q2 | $240K | Buy |
+4,991
| New | +$240K | 0.08% | 99 |
|