EWA
Etesian Wealth Advisors’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 | $2.14M | Buy |
45,520
+76
| +0.2% | +$3.58K | 0.8% | 30 |
|
2025
Q1 | $2.14M | Buy |
45,444
+13,297
| +41% | +$625K | 0.92% | 27 |
|
2024
Q4 | $1.48M | Buy |
32,147
+7,070
| +28% | +$326K | 0.66% | 44 |
|
2024
Q3 | $1.21M | Buy |
25,077
+18,180
| +264% | +$877K | 0.55% | 57 |
|
2024
Q2 | $320K | Buy |
+6,897
| New | +$320K | 0.18% | 103 |
|