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 |
|