IAS
IMA Advisory Services’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 | $23.4M | Buy |
497,940
+21,444
| +5% | +$1.01M | 2.51% | 8 |
|
|
2025
Q1 | $22.4M | Buy |
476,496
+215,251
| +82% | +$10.1M | 2.66% | 7 |
|
|
2024
Q4 | $12.1M | Buy |
261,245
+26,120
| +11% | +$1.21M | 1.46% | 13 |
|
|
2024
Q3 | $11.3M | Buy |
235,125
+32,075
| +16% | +$1.55M | 2.47% | 8 |
|
|
2024
Q2 | $9.41M | Buy |
203,050
+8,556
| +4% | +$396K | 4.16% | 6 |
|
|
2024
Q1 | $9.07M | Buy |
194,494
+10,404
| +6% | +$485K | 4.29% | 4 |
|
|
2023
Q4 | $8.67M | Buy |
184,090
+6,080
| +3% | +$286K | 4.34% | 4 |
|
|
2023
Q3 | $7.95M | Buy |
178,010
+4,525
| +3% | +$202K | 2.05% | 10 |
|
|
2023
Q2 | $8.08M | Buy |
+173,485
| New | +$8.08M | 2.08% | 8 |
|