Creative Planning’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
$2.55M Buy
54,206
+1,562
+3% +$73.5K ﹤0.01% 1143
2025
Q1
$2.48M Buy
52,644
+6,995
+15% +$329K ﹤0.01% 1042
2024
Q4
$2.1M Sell
45,649
-15,089
-25% -$695K ﹤0.01% 1102
2024
Q3
$2.93M Sell
60,738
-21,202
-26% -$1.02M ﹤0.01% 874
2024
Q2
$3.8M Sell
81,940
-6,153
-7% -$285K ﹤0.01% 716
2024
Q1
$4.11M Sell
88,093
-14,026
-14% -$654K ﹤0.01% 677
2023
Q4
$4.81M Buy
+102,119
New +$4.81M 0.01% 574