Lake Street Private Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $643K | Buy |
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|
2025
Q2 | $614K | Buy |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $502K | Buy |
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|
2024
Q3 | $428K | Buy |
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|
2024
Q2 | $351K | Buy |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $359K | Buy |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $5.92M | Buy |
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|
2022
Q2 | $222K | Buy |
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