DAS
Diversify Advisory Services’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 | $1.57M | Sell |
33,421
-3,087
| -8% | -$145K | 0.06% | 227 |
|
|
2025
Q1 | $1.72M | Buy |
36,508
+989
| +3% | +$46.5K | 0.11% | 137 |
|
|
2024
Q4 | $1.62M | Sell |
35,519
-15,064
| -30% | -$687K | 0.09% | 160 |
|
|
2024
Q3 | $2.38M | Buy |
50,583
+3,277
| +7% | +$154K | 0.13% | 146 |
|
|
2024
Q2 | $2.2M | Buy |
+47,306
| New | +$2.2M | 0.12% | 150 |
|