Clarity Wealth Advisors’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 | $7.69M | Buy |
163,421
+7,300
| +5% | +$344K | 1.9% | 19 |
|
|
2025
Q1 | $7.34M | Buy |
156,121
+8,032
| +5% | +$378K | 2.04% | 17 |
|
|
2024
Q4 | $6.82M | Buy |
148,089
+24,909
| +20% | +$1.15M | 1.86% | 18 |
|
|
2024
Q3 | $5.94M | Buy |
123,180
+35,745
| +41% | +$1.72M | 1.73% | 19 |
|
|
2024
Q2 | $4.05M | Buy |
87,435
+7,129
| +9% | +$330K | 1.31% | 26 |
|
|
2024
Q1 | $3.75M | Buy |
80,306
+22,747
| +40% | +$1.06M | 1.27% | 26 |
|
|
2023
Q4 | $2.71M | Buy |
+57,559
| New | +$2.71M | 1.02% | 28 |
|