Financial Partners Group (Kansas)’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 | $277K | Buy |
5,896
+1,218
| +26% | +$57.3K | 0.04% | 167 |
|
|
2025
Q1 | $220K | Buy |
4,678
+51
| +1% | +$2.4K | 0.03% | 179 |
|
|
2024
Q4 | $213K | Sell |
4,627
-113
| -2% | -$5.21K | 0.03% | 175 |
|
|
2024
Q3 | $229K | Sell |
4,740
-181
| -4% | -$8.73K | 0.03% | 174 |
|
|
2024
Q2 | $228K | Buy |
4,921
+194
| +4% | +$8.99K | 0.04% | 163 |
|
|
2024
Q1 | $220K | Sell |
4,727
-16
| -0.3% | -$746 | 0.04% | 165 |
|
|
2023
Q4 | $223K | Buy |
4,743
+14
| +0.3% | +$659 | 0.04% | 157 |
|
|
2023
Q3 | $210K | Buy |
4,729
+225
| +5% | +$10K | 0.04% | 151 |
|
|
2023
Q2 | $207K | Buy |
+4,504
| New | +$207K | 0.04% | 151 |
|