ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.83M | Buy |
147,446
+14,357
| +11% | +$665K | 4.1% | 3 |
|
|
2024
Q1 | $6.21M | Buy |
133,089
+18,297
| +16% | +$853K | 1.24% | 20 |
|
|
2023
Q4 | $5.4M | Buy |
114,792
+21,345
| +23% | +$1.01M | 1.21% | 20 |
|
|
2023
Q3 | $4.13M | Buy |
93,447
+13,443
| +17% | +$594K | 1.16% | 20 |
|
|
2023
Q2 | $3.73M | Buy |
80,004
+15,830
| +25% | +$737K | 0.93% | 21 |
|
|
2023
Q1 | $3.04M | Buy |
64,174
+2,814
| +5% | +$133K | 0.73% | 29 |
|
|
2022
Q4 | $2.92M | Buy |
61,360
+29,795
| +94% | +$1.42M | 0.69% | 29 |
|
|
2022
Q3 | $1.45M | Buy |
31,565
+23,300
| +282% | +$1.07M | 0.31% | 78 |
|
|
2022
Q2 | $400K | Buy |
+8,265
| New | +$400K | 0.07% | 227 |
|