Family Asset Management’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
2024
Q3
$6.37K Buy
132
+25
+23% +$1.21K ﹤0.01% 185
2024
Q2
$4.96K Hold
107
﹤0.01% 189
2024
Q1
$4.99K Sell
107
-55
-34% -$2.57K ﹤0.01% 167
2023
Q4
$7.63K Sell
162
-200
-55% -$9.42K 0.01% 161
2023
Q3
$16.2K Sell
362
-115
-24% -$5.14K 0.01% 148
2023
Q2
$22.2K Sell
477
-428
-47% -$19.9K 0.02% 157
2023
Q1
$42.9K Buy
905
+108
+14% +$5.12K 0.03% 135
2022
Q4
$36.6K Buy
+797
New +$36.6K 0.03% 122