CIA
Concurrent Investment Advisors’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 | $4.66M | Sell |
98,963
-8,749
| -8% | -$412K | 0.09% | 236 |
|
|
2025
Q1 | $5.07M | Buy |
107,712
+20,900
| +24% | +$983K | 0.12% | 183 |
|
|
2024
Q4 | $4M | Buy |
86,812
+16,033
| +23% | +$739K | 0.11% | 194 |
|
|
2024
Q3 | $3.41M | Buy |
70,779
+42,030
| +146% | +$2.03M | 0.1% | 211 |
|
|
2024
Q2 | $1.33M | Buy |
28,749
+15,801
| +122% | +$732K | 0.04% | 365 |
|
|
2024
Q1 | $604K | Buy |
12,948
+1,283
| +11% | +$59.8K | 0.02% | 490 |
|
|
2023
Q4 | $549K | Buy |
+11,665
| New | +$549K | 0.03% | 475 |
|