Gladstone Institutional Advisory’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 | $337K | Sell |
7,152
-1
| -0% | -$47 | 0.01% | 585 |
|
|
2025
Q1 | $336K | Sell |
7,153
-550
| -7% | -$25.9K | 0.02% | 559 |
|
|
2024
Q4 | $355K | Sell |
7,703
-120
| -2% | -$5.53K | 0.02% | 550 |
|
|
2024
Q3 | $377K | Buy |
7,823
+60
| +0.8% | +$2.89K | 0.02% | 520 |
|
|
2024
Q2 | $360K | Sell |
7,763
-770
| -9% | -$35.7K | 0.02% | 499 |
|
|
2024
Q1 | $398K | Buy |
8,533
+2,553
| +43% | +$119K | 0.02% | 466 |
|
|
2023
Q4 | $282K | Buy |
+5,980
| New | +$282K | 0.02% | 538 |
|