Kuhn & Co Investment Counsel’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Hold |
17,770
| – | – | 0.63% | 50 |
|
|
2025
Q1 | $836K | Buy |
17,770
+12
| +0.1% | +$564 | 0.7% | 45 |
|
|
2024
Q4 | $818K | Hold |
17,758
| – | – | 0.7% | 45 |
|
|
2024
Q3 | $857K | Sell |
17,758
-3,252
| -15% | -$157K | 0.73% | 44 |
|
|
2024
Q2 | $973K | Buy |
21,010
+1,980
| +10% | +$91.7K | 0.87% | 35 |
|
|
2024
Q1 | $888K | Buy |
19,030
+5,913
| +45% | +$276K | 0.83% | 40 |
|
|
2023
Q4 | $618K | Buy |
+13,117
| New | +$618K | 0.63% | 51 |
|