IFP Advisors’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 | $1.65M | Buy |
34,963
+14,803
| +73% | +$697K | 0.05% | 409 |
|
|
2025
Q1 | $948K | Buy |
20,160
+9,522
| +90% | +$448K | 0.03% | 572 |
|
|
2024
Q4 | $490K | Sell |
10,638
-479
| -4% | -$22.1K | 0.02% | 745 |
|
|
2024
Q3 | $536K | Sell |
11,117
-255
| -2% | -$12.3K | 0.02% | 675 |
|
|
2024
Q2 | $527K | Sell |
11,372
-1,052
| -8% | -$48.7K | 0.02% | 635 |
|
|
2024
Q1 | $580K | Sell |
12,424
-3,992
| -24% | -$186K | 0.03% | 566 |
|
|
2023
Q4 | $773K | Sell |
16,416
-11,214
| -41% | -$528K | 0.04% | 456 |
|
|
2023
Q3 | $1.23M | Buy |
27,630
+4,613
| +20% | +$206K | 0.06% | 340 |
|
|
2023
Q2 | $1.07M | Sell |
23,017
-47
| -0.2% | -$2.19K | 0.04% | 408 |
|
|
2023
Q1 | $1.16M | Sell |
23,064
-1,301
| -5% | -$65.5K | 0.05% | 343 |
|
|
2022
Q4 | $1.27M | Sell |
24,365
-3,174
| -12% | -$166K | 0.03% | 528 |
|
|
2022
Q3 | $1.43M | Buy |
27,539
+5,707
| +26% | +$297K | 0.04% | 514 |
|
|
2022
Q2 | $1.15M | Hold |
21,832
| – | – | 0.04% | 533 |
|
|
2022
Q1 | $1.15M | Buy |
21,832
+9,137
| +72% | +$480K | 0.04% | 533 |
|
|
2021
Q4 | $743K | Buy |
+12,695
| New | +$743K | 0.01% | 466 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3974 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3720 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3631 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3500 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3378 |
|