Farther Finance Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
32,882
+1,033
| +3% | +$48.6K | 0.03% | 444 |
|
|
2025
Q1 | $1.5M | Buy |
31,849
+8,748
| +38% | +$411K | 0.04% | 366 |
|
|
2024
Q4 | $1.06M | Sell |
23,101
-8,512
| -27% | -$392K | 0.04% | 354 |
|
|
2024
Q3 | $1.53M | Buy |
31,613
+10,482
| +50% | +$506K | 0.06% | 245 |
|
|
2024
Q2 | $969K | Buy |
21,131
+602
| +3% | +$27.6K | 0.05% | 309 |
|
|
2024
Q1 | $947K | Sell |
20,529
-58
| -0.3% | -$2.68K | 0.06% | 262 |
|
|
2023
Q4 | $969K | Buy |
20,587
+8,475
| +70% | +$399K | 0.07% | 240 |
|
|
2023
Q3 | $541K | Sell |
12,112
-1,171
| -9% | -$52.3K | 0.08% | 195 |
|
|
2023
Q2 | $619K | Sell |
13,283
-8,617
| -39% | -$401K | 0.14% | 139 |
|
|
2023
Q1 | $1.04M | Buy |
+21,900
| New | +$1.04M | 0.3% | 62 |
|