GeoWealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
23,667
+425
| +2% | +$20K | 0.04% | 228 |
|
|
2025
Q1 | $1.09M | Buy |
23,242
+2,481
| +12% | +$117K | 0.04% | 240 |
|
|
2024
Q4 | $956K | Sell |
20,761
-1,466
| -7% | -$67.5K | 0.03% | 305 |
|
|
2024
Q3 | $1.07M | Buy |
22,227
+1,754
| +9% | +$84.6K | 0.04% | 284 |
|
|
2024
Q2 | $949K | Buy |
20,473
+117
| +0.6% | +$5.42K | 0.04% | 283 |
|
|
2024
Q1 | $950K | Sell |
20,356
-10,104
| -33% | -$471K | 0.04% | 306 |
|
|
2023
Q4 | $1.44M | Buy |
30,460
+97
| +0.3% | +$4.57K | 0.12% | 168 |
|
|
2023
Q3 | $1.36M | Sell |
30,363
-3,001
| -9% | -$134K | 0.15% | 119 |
|
|
2023
Q2 | $1.56M | Buy |
+33,364
| New | +$1.56M | 0.17% | 99 |
|