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Cooper/Haims 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 | $14.2M | Buy |
301,687
+47,072
| +18% | +$2.22M | 6.99% | 4 |
|
|
2025
Q1 | $12M | Buy |
254,615
+40
| +0% | +$1.88K | 6.49% | 5 |
|
|
2024
Q4 | $11.7M | Buy |
254,575
+42,134
| +20% | +$1.94M | 6.65% | 4 |
|
|
2024
Q3 | $10.2M | Buy |
212,441
+11,192
| +6% | +$540K | 5.64% | 5 |
|
|
2024
Q2 | $9.32M | Sell |
201,249
-1,340
| -0.7% | -$62.1K | 5.23% | 6 |
|
|
2024
Q1 | $9.45M | Sell |
202,589
-115,990
| -36% | -$5.41M | 5.49% | 6 |
|
|
2023
Q4 | $15M | Buy |
318,579
+220,425
| +225% | +$10.4M | 8.5% | 3 |
|
|
2023
Q3 | $4.38M | Buy |
98,154
+59,104
| +151% | +$2.64M | 3.41% | 8 |
|
|
2023
Q2 | $1.82M | Buy |
39,050
+2,745
| +8% | +$128K | 1.4% | 14 |
|
|
2023
Q1 | $1.72M | Sell |
36,305
-152,502
| -81% | -$7.23M | 1.38% | 14 |
|
|
2022
Q4 | $8.67M | Buy |
188,807
+44,592
| +31% | +$2.05M | 6.15% | 7 |
|
|
2022
Q3 | $6.62M | Sell |
144,215
-56,821
| -28% | -$2.61M | 5.48% | 8 |
|
|
2022
Q2 | $9.66M | Buy |
+201,036
| New | +$9.66M | 6.34% | 5 |
|