Capital Planning’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 | $4.39M | Buy |
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|
2025
Q2 | $4.11M | Sell |
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|
2025
Q1 | $5.71M | Buy |
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|
2024
Q4 | $4.13M | Sell |
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|
2024
Q3 | $5.43M | Buy |
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|
2024
Q2 | $4.94M | Buy |
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|
2024
Q1 | $4.85M | Buy |
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|
2023
Q4 | $4.52M | Buy |
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|
2023
Q3 | $3.56M | Sell |
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|
2023
Q2 | $3.84M | Sell |
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|
2023
Q1 | $4.01M | Buy |
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|
2022
Q4 | $3.77M | Sell |
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|
2022
Q3 | $4.42M | Buy |
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|
2022
Q2 | $559K | Sell |
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|
2022
Q1 | $5.75M | Buy |
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|
2021
Q4 | $5.98M | Buy |
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|
2021
Q3 | $5.9M | Buy |
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|
2021
Q2 | $5.85M | Buy |
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|
2021
Q1 | $5.21M | Buy |
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|
2020
Q4 | $5.08M | Buy |
|