Destiny Wealth Partners’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 | $27.2M | Buy |
578,252
+12,497
| +2% | +$588K | 3.66% | 5 |
|
|
2025
Q1 | $26.6M | Sell |
565,755
-7,283
| -1% | -$343K | 4.22% | 4 |
|
|
2024
Q4 | $26.4M | Buy |
573,038
+24,266
| +4% | +$1.12M | 4.31% | 3 |
|
|
2024
Q3 | $26.5M | Sell |
548,772
-32,004
| -6% | -$1.54M | 4.64% | 2 |
|
|
2024
Q2 | $26.9M | Buy |
580,776
+423,181
| +269% | +$19.6M | 4.84% | 2 |
|
|
2024
Q1 | $7.35M | Sell |
157,595
-19,469
| -11% | -$908K | 1.32% | 30 |
|
|
2023
Q4 | $8.27M | Buy |
177,064
+11,752
| +7% | +$549K | 1.55% | 28 |
|
|
2023
Q3 | $7.38M | Buy |
165,312
+11,899
| +8% | +$532K | 1.49% | 27 |
|
|
2023
Q2 | $7.15M | Buy |
153,413
+31,259
| +26% | +$1.46M | 1.37% | 26 |
|
|
2023
Q1 | $5.79M | Buy |
122,154
+10,174
| +9% | +$482K | 1.2% | 28 |
|
|
2022
Q4 | $5.14M | Buy |
111,980
+37,749
| +51% | +$1.73M | 1.11% | 30 |
|
|
2022
Q3 | $3.41M | Sell |
74,231
-449
| -0.6% | -$20.6K | 0.77% | 44 |
|
|
2022
Q2 | $3.59M | Buy |
+74,680
| New | +$3.59M | 0.79% | 43 |
|