GSIAS
Garden State Investment Advisory Services’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 | $1.52M | Sell |
32,198
-29,706
| -48% | -$1.4M | 0.38% | 57 |
|
|
2025
Q1 | $2.91M | Sell |
61,904
-73,922
| -54% | -$3.48M | 0.93% | 26 |
|
|
2024
Q4 | $6.29M | Sell |
135,826
-73,048
| -35% | -$3.38M | 1.87% | 12 |
|
|
2024
Q3 | $10.1M | Buy |
208,874
+6,589
| +3% | +$318K | 3.23% | 5 |
|
|
2024
Q2 | $9.38M | Sell |
202,285
-93
| -0% | -$4.31K | 3.23% | 5 |
|
|
2024
Q1 | $9.44M | Buy |
202,378
+3,261
| +2% | +$152K | 3.45% | 4 |
|
|
2023
Q4 | $9.41M | Buy |
199,117
+1,630
| +0.8% | +$77K | 3.74% | 2 |
|
|
2023
Q3 | $8.82M | Buy |
197,487
+10,300
| +6% | +$460K | 4.06% | 2 |
|
|
2023
Q2 | $8.72M | Buy |
187,187
+84,814
| +83% | +$3.95M | 3.43% | 3 |
|
|
2023
Q1 | $4.85M | Buy |
102,373
+94,869
| +1,264% | +$4.5M | 2.09% | 11 |
|
|
2022
Q4 | $346K | Buy |
+7,504
| New | +$346K | 0.2% | 111 |
|