FWM
FMA Wealth Management’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 | $14.1M | Buy |
299,205
+11,240
| +4% | +$529K | 10.42% | 2 |
|
|
2025
Q1 | $13.6M | Buy |
287,965
+1,816
| +0.6% | +$85.8K | 10.45% | 1 |
|
|
2024
Q4 | $13.2M | Buy |
286,149
+3,158
| +1% | +$145K | 9.81% | 2 |
|
|
2024
Q3 | $13.7M | Buy |
282,991
+73,954
| +35% | +$3.57M | 9.9% | 1 |
|
|
2024
Q2 | $9.68M | Buy |
209,037
+8,770
| +4% | +$406K | 7.83% | 5 |
|
|
2024
Q1 | $9.34M | Buy |
200,267
+3,133
| +2% | +$146K | 7.74% | 5 |
|
|
2023
Q4 | $9.28M | Buy |
+197,134
| New | +$9.28M | 8.46% | 5 |
|