Fountainhead AM’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 | $1.73M | Buy |
36,806
+1,275
| +4% | +$60K | 0.25% | 47 |
|
|
2025
Q1 | $1.67M | Sell |
35,531
-679
| -2% | -$31.9K | 0.27% | 41 |
|
|
2024
Q4 | $1.67M | Buy |
36,210
+1,317
| +4% | +$60.7K | 0.3% | 42 |
|
|
2024
Q3 | $1.68M | Buy |
34,893
+25,036
| +254% | +$1.21M | 0.35% | 34 |
|
|
2024
Q2 | $457K | Buy |
9,857
+3,358
| +52% | +$156K | 0.11% | 69 |
|
|
2024
Q1 | $303K | Buy |
+6,499
| New | +$303K | 0.07% | 93 |
|