Envestnet Portfolio Solutions’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
9,843
-11,351
| -54% | -$534K | ﹤0.01% | 1128 |
|
|
2025
Q1 | $997K | Buy |
21,194
+10,300
| +95% | +$485K | ﹤0.01% | 796 |
|
|
2024
Q4 | $502K | Buy |
10,894
+2,472
| +29% | +$114K | ﹤0.01% | 1241 |
|
|
2024
Q3 | $406K | Buy |
8,422
+698
| +9% | +$33.7K | ﹤0.01% | 1298 |
|
|
2024
Q2 | $358K | Buy |
7,724
+450
| +6% | +$20.8K | ﹤0.01% | 1280 |
|
|
2024
Q1 | $339K | Buy |
7,274
+1,179
| +19% | +$55K | ﹤0.01% | 1292 |
|
|
2023
Q4 | $287K | Buy |
6,095
+828
| +16% | +$39K | ﹤0.01% | 1320 |
|
|
2023
Q3 | $235K | Buy |
+5,267
| New | +$235K | ﹤0.01% | 1355 |
|