Carson Wealth (CWM LLC)’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 | $7.7M | Buy |
163,659
+110,673
| +209% | +$5.21M | 0.03% | 463 |
|
|
2025
Q1 | $2.49M | Buy |
52,986
+5,314
| +11% | +$250K | 0.01% | 760 |
|
|
2024
Q4 | $2.2M | Buy |
47,672
+24,239
| +103% | +$1.12M | 0.01% | 754 |
|
|
2024
Q3 | $1.13M | Buy |
23,433
+5,674
| +32% | +$274K | ﹤0.01% | 953 |
|
|
2024
Q2 | $823K | Buy |
17,759
+14,722
| +485% | +$682K | ﹤0.01% | 1002 |
|
|
2024
Q1 | $142K | Buy |
3,037
+2,666
| +719% | +$125K | ﹤0.01% | 1679 |
|
|
2023
Q4 | $17K | Sell |
371
-272
| -42% | -$12.5K | ﹤0.01% | 2870 |
|
|
2023
Q3 | $29K | Sell |
643
-1,480
| -70% | -$66.8K | ﹤0.01% | 2428 |
|
|
2023
Q2 | $99K | Hold |
2,123
| – | – | ﹤0.01% | 1571 |
|
|
2023
Q1 | $101K | Hold |
2,123
| – | – | ﹤0.01% | 1487 |
|
|
2022
Q4 | $98K | Hold |
2,123
| – | – | ﹤0.01% | 1387 |
|
|
2022
Q3 | $97K | Buy |
+2,123
| New | +$97K | ﹤0.01% | 1338 |
|