JJBC
James J. Burns & Company’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 | $3.37M | Buy |
71,642
+12,848
| +22% | +$605K | 0.55% | 35 |
|
|
2025
Q1 | $2.77M | Buy |
58,794
+6,426
| +12% | +$302K | 0.5% | 39 |
|
|
2024
Q4 | $2.41M | Buy |
52,368
+11,668
| +29% | +$537K | 0.42% | 42 |
|
|
2024
Q3 | $1.96M | Buy |
40,700
+7,194
| +21% | +$347K | 0.36% | 44 |
|
|
2024
Q2 | $1.55M | Buy |
33,506
+15,100
| +82% | +$700K | 0.31% | 48 |
|
|
2024
Q1 | $848K | Sell |
18,406
-6,722
| -27% | -$310K | 0.3% | 43 |
|
|
2023
Q4 | $1.18M | Buy |
25,128
+141
| +0.6% | +$6.64K | 0.28% | 49 |
|
|
2023
Q3 | $1.12M | Sell |
24,987
-954
| -4% | -$42.6K | 0.3% | 47 |
|
|
2023
Q2 | $1.21M | Sell |
25,941
-3,997
| -13% | -$186K | 0.31% | 51 |
|
|
2023
Q1 | $1.42M | Buy |
29,938
+9,477
| +46% | +$449K | 0.37% | 49 |
|
|
2022
Q4 | $940K | Sell |
20,461
-1,993
| -9% | -$91.6K | 0.38% | 49 |
|
|
2022
Q3 | $1.03M | Buy |
+22,454
| New | +$1.03M | 0.46% | 46 |
|