Clear Creek Financial Management’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
$296K Hold
6,280
0.03% 445
2025
Q1
$295K Sell
6,280
-15,814
-72% -$744K 0.03% 397
2024
Q4
$1.02M Sell
22,094
-4,350
-16% -$200K 0.11% 192
2024
Q3
$1.28M Buy
26,444
+336
+1% +$16.2K 0.14% 137
2024
Q2
$1.21M Buy
26,108
+16,128
+162% +$747K 0.15% 134
2024
Q1
$466K Buy
+9,980
New +$466K 0.06% 259