Geneos Wealth Management’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 | $495K | Sell |
10,519
-11,978
| -53% | -$564K | 0.01% | 709 |
|
|
2025
Q1 | $1.06M | Buy |
22,497
+15,335
| +214% | +$721K | 0.02% | 643 |
|
|
2024
Q4 | $330K | Buy |
7,162
+1,567
| +28% | +$72.2K | 0.01% | 681 |
|
|
2024
Q3 | $270K | Sell |
5,595
-41
| -0.7% | -$1.98K | 0.01% | 695 |
|
|
2024
Q2 | $261K | Buy |
5,636
+1,726
| +44% | +$80K | 0.01% | 635 |
|
|
2024
Q1 | $182K | Buy |
3,910
+3,785
| +3,028% | +$177K | 0.01% | 719 |
|
|
2023
Q4 | $5.89K | Hold |
125
| – | – | ﹤0.01% | 1693 |
|
|
2023
Q3 | $5.58K | Hold |
125
| – | – | ﹤0.01% | 1711 |
|
|
2023
Q2 | $5.82K | Buy |
+125
| New | +$5.82K | ﹤0.01% | 1705 |
|