CPA
Clear Point Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-47,397
| Closed | -$2.59M | – | 337 |
|
|
2024
Q3 | $2.59M | Buy |
47,397
+19,694
| +71% | +$1.08M | 2% | 10 |
|
|
2024
Q2 | $1.45M | Sell |
27,703
-7,279
| -21% | -$380K | 1.19% | 17 |
|
|
2024
Q1 | $1.84M | Sell |
34,982
-2,721
| -7% | -$143K | 1.51% | 13 |
|
|
2023
Q4 | $2.02M | Buy |
+37,703
| New | +$2.02M | 1.79% | 10 |
|