KWM
Kingsview Wealth Management’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 | $685K | Buy |
14,555
+185
| +1% | +$8.71K | 0.01% | 672 |
|
|
2025
Q1 | $676K | Sell |
14,370
-7,921
| -36% | -$373K | 0.01% | 636 |
|
|
2024
Q4 | $1.03M | Sell |
22,291
-8,836
| -28% | -$407K | 0.02% | 538 |
|
|
2024
Q3 | $1.5M | Buy |
31,127
+5,886
| +23% | +$284K | 0.03% | 442 |
|
|
2024
Q2 | $1.17M | Buy |
25,241
+5,823
| +30% | +$270K | 0.03% | 468 |
|
|
2024
Q1 | $906K | Buy |
19,418
+9,929
| +105% | +$463K | 0.02% | 523 |
|
|
2023
Q4 | $447K | Sell |
9,489
-8,682
| -48% | -$409K | 0.01% | 662 |
|
|
2023
Q3 | $812K | Buy |
+18,171
| New | +$812K | 0.03% | 491 |
|
|
2022
Q4 | – | Sell |
-12,611
| Closed | -$579K | – | 874 |
|
|
2022
Q3 | $579K | Sell |
12,611
-5,067
| -29% | -$233K | 0.03% | 463 |
|
|
2022
Q2 | $849K | Buy |
17,678
+3,018
| +21% | +$145K | 0.04% | 406 |
|
|
2022
Q1 | $749K | Sell |
14,660
-1,620
| -10% | -$82.7K | 0.03% | 477 |
|
|
2021
Q4 | $884K | Sell |
16,280
-2,154
| -12% | -$117K | 0.04% | 434 |
|
|
2021
Q3 | $1M | Buy |
18,434
+7,697
| +72% | +$419K | 0.05% | 379 |
|
|
2021
Q2 | $586K | Buy |
10,737
+263
| +3% | +$14.4K | 0.03% | 519 |
|
|
2021
Q1 | $565K | Buy |
10,474
+1,259
| +14% | +$67.9K | 0.03% | 485 |
|
|
2020
Q4 | $514K | Sell |
9,215
-1,154
| -11% | -$64.4K | 0.04% | 440 |
|
|
2020
Q3 | $578K | Buy |
10,369
+4,911
| +90% | +$274K | 0.05% | 338 |
|
|
2020
Q2 | $301K | Buy |
+5,458
| New | +$301K | 0.03% | 437 |
|