Landmark Wealth Management (New York)’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 | $7.59M | Sell |
161,222
-2,780
| -2% | -$131K | 3.23% | 6 |
|
|
2025
Q1 | $7.72M | Sell |
164,002
-3,122
| -2% | -$147K | 3.4% | 6 |
|
|
2024
Q4 | $7.7M | Buy |
167,124
+6,860
| +4% | +$316K | 3.41% | 5 |
|
|
2024
Q3 | $7.73M | Buy |
160,264
+3,374
| +2% | +$163K | 3.37% | 5 |
|
|
2024
Q2 | $7.27M | Buy |
156,890
+8,701
| +6% | +$403K | 5.66% | 4 |
|
|
2024
Q1 | $6.91M | Buy |
148,189
+7,046
| +5% | +$329K | 3.2% | 5 |
|
|
2023
Q4 | $6.65M | Buy |
141,143
+5,225
| +4% | +$246K | 3.27% | 5 |
|
|
2023
Q3 | $6.07M | Buy |
135,918
+3,768
| +3% | +$168K | 3.45% | 4 |
|
|
2023
Q2 | $6.16M | Buy |
132,150
+1,954
| +2% | +$91K | 5.45% | 3 |
|
|
2023
Q1 | $6.17M | Buy |
130,196
+24,351
| +23% | +$1.15M | 3.43% | 4 |
|
|
2022
Q4 | $4.86M | Buy |
105,845
+901
| +0.9% | +$41.4K | 3.52% | 4 |
|
|
2022
Q3 | $4.82M | Sell |
104,944
-43,345
| -29% | -$1.99M | 3.65% | 5 |
|
|
2022
Q2 | $7.12M | Sell |
148,289
-203,089
| -58% | -$9.76M | 9.1% | 3 |
|
|
2022
Q1 | $9.15M | Buy |
351,378
+188,619
| +116% | +$4.91M | 4.8% | 4 |
|
|
2021
Q4 | $9K | Buy |
+162,759
| New | +$9K | 5.26% | 5 |
|