JFS Wealth 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 | $1.61M | Buy |
34,315
+8,211
| +31% | +$386K | 0.1% | 112 |
|
|
2025
Q1 | $1.23M | Buy |
26,104
+4,068
| +18% | +$191K | 0.08% | 133 |
|
|
2024
Q4 | $1.02M | Buy |
22,036
+7,913
| +56% | +$365K | 0.07% | 139 |
|
|
2024
Q3 | $681K | Buy |
14,123
+5,053
| +56% | +$244K | 0.05% | 174 |
|
|
2024
Q2 | $420K | Buy |
9,070
+535
| +6% | +$24.8K | 0.03% | 159 |
|
|
2024
Q1 | $398K | Buy |
8,535
+1,752
| +26% | +$81.7K | 0.03% | 168 |
|
|
2023
Q4 | $319K | Buy |
6,783
+6,556
| +2,888% | +$309K | 0.03% | 182 |
|
|
2023
Q3 | $10.1K | Buy |
+227
| New | +$10.1K | ﹤0.01% | 720 |
|