CreativeOne Wealth’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 | $3.51M | Sell |
74,574
-980
| -1% | -$46.1K | 0.09% | 208 |
|
|
2025
Q1 | $3.55M | Buy |
75,554
+5,261
| +7% | +$247K | 0.11% | 182 |
|
|
2024
Q4 | $3.24M | Buy |
70,293
+2,950
| +4% | +$136K | 0.1% | 188 |
|
|
2024
Q3 | $3.25M | Buy |
67,343
+16,075
| +31% | +$775K | 0.11% | 175 |
|
|
2024
Q2 | $2.38M | Sell |
51,268
-6,458
| -11% | -$299K | 0.12% | 173 |
|
|
2024
Q1 | $2.69M | Buy |
57,726
+7,664
| +15% | +$358K | 0.11% | 177 |
|
|
2023
Q4 | $2.36M | Sell |
50,062
-13,791
| -22% | -$649K | 0.15% | 129 |
|
|
2023
Q3 | $2.85M | Sell |
63,853
-23,851
| -27% | -$1.07M | 0.21% | 100 |
|
|
2023
Q2 | $4.09M | Buy |
+87,704
| New | +$4.09M | 0.19% | 97 |
|