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 |
|