GWM
GSB Wealth Management’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 | $3.53M | Buy |
75,040
+1,531
| +2% | +$72K | 0.86% | 35 |
|
|
2025
Q1 | $3.46M | Sell |
73,509
-3,491
| -5% | -$164K | 0.91% | 30 |
|
|
2024
Q4 | $3.55M | Buy |
77,000
+13,830
| +22% | +$637K | 0.92% | 27 |
|
|
2024
Q3 | $3.05M | Buy |
63,170
+14,567
| +30% | +$703K | 0.78% | 38 |
|
|
2024
Q2 | $2.25M | Buy |
48,603
+2,113
| +5% | +$97.9K | 0.61% | 53 |
|
|
2024
Q1 | $2.17M | Buy |
46,490
+8,665
| +23% | +$404K | 0.61% | 56 |
|
|
2023
Q4 | $1.78M | Buy |
37,825
+13,420
| +55% | +$632K | 0.55% | 64 |
|
|
2023
Q3 | $1.09M | Buy |
24,405
+15,805
| +184% | +$706K | 0.37% | 90 |
|
|
2023
Q2 | $401K | Buy |
+8,600
| New | +$401K | 0.13% | 146 |
|