FWP
Firethorn Wealth Partners’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 | $380K | Buy |
8,084
+1,848
| +30% | +$87K | 0.16% | 120 |
|
|
2025
Q1 | $293K | Buy |
6,236
+1,435
| +30% | +$67.5K | 0.14% | 126 |
|
|
2024
Q4 | $221K | Sell |
4,801
-772
| -14% | -$35.6K | 0.11% | 140 |
|
|
2024
Q3 | $269K | Buy |
5,573
+964
| +21% | +$46.5K | 0.14% | 120 |
|
|
2024
Q2 | $214K | Buy |
4,609
+105
| +2% | +$4.87K | 0.12% | 134 |
|
|
2024
Q1 | $210K | Buy |
+4,504
| New | +$210K | 0.12% | 131 |
|