FFS
Founders Financial Securities’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 | $13.9M | Sell |
295,250
-653
| -0.2% | -$30.7K | 1.06% | 20 |
|
2025
Q1 | $13.9M | Buy |
295,903
+17,183
| +6% | +$806K | 1.18% | 19 |
|
2024
Q4 | $12.8M | Sell |
278,720
-22,605
| -8% | -$1.04M | 1.16% | 17 |
|
2024
Q3 | $14.5M | Buy |
301,325
+94,887
| +46% | +$4.58M | 1.34% | 17 |
|
2024
Q2 | $9.56M | Buy |
206,438
+2,538
| +1% | +$118K | 0.9% | 31 |
|
2024
Q1 | $9.51M | Buy |
+203,900
| New | +$9.51M | 1% | 28 |
|