LFG
Larson Financial Group’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 | $114K | Buy |
2,420
+44
| +2% | +$2.07K | ﹤0.01% | 806 |
|
|
2025
Q1 | $112K | Sell |
2,376
-49
| -2% | -$2.31K | 0.01% | 764 |
|
|
2024
Q4 | $112K | Sell |
2,425
-1,116
| -32% | -$51.4K | 0.01% | 705 |
|
|
2024
Q3 | $171K | Sell |
3,541
-1,209
| -25% | -$58.3K | 0.01% | 606 |
|
|
2024
Q2 | $220K | Sell |
4,750
-158
| -3% | -$7.32K | 0.02% | 436 |
|
|
2024
Q1 | $229K | Sell |
4,908
-43
| -0.9% | -$2.01K | 0.02% | 372 |
|
|
2023
Q4 | $233K | Sell |
4,951
-6,287
| -56% | -$296K | 0.02% | 319 |
|
|
2023
Q3 | $502K | Sell |
11,238
-531
| -5% | -$23.7K | 0.05% | 195 |
|
|
2023
Q2 | $548K | Sell |
11,769
-727
| -6% | -$33.9K | 0.05% | 186 |
|
|
2023
Q1 | $592K | Buy |
12,496
+1,478
| +13% | +$70K | 0.06% | 185 |
|
|
2022
Q4 | $506K | Sell |
11,018
-97
| -0.9% | -$4.46K | 0.06% | 189 |
|
|
2022
Q3 | $510K | Sell |
11,115
-309
| -3% | -$14.2K | 0.07% | 165 |
|
|
2022
Q2 | $549K | Buy |
11,424
+2,766
| +32% | +$133K | 0.1% | 100 |
|
|
2022
Q1 | $442K | Sell |
8,658
-276
| -3% | -$14.1K | 0.07% | 123 |
|
|
2021
Q4 | $485K | Buy |
8,934
+4,702
| +111% | +$255K | 0.08% | 117 |
|
|
2021
Q3 | $231K | Buy |
4,232
+7
| +0.2% | +$382 | 0.05% | 133 |
|
|
2021
Q2 | $231K | Buy |
4,225
+3,771
| +831% | +$206K | 0.05% | 116 |
|
|
2021
Q1 | $24K | Buy |
454
+83
| +22% | +$4.39K | 0.01% | 376 |
|
|
2020
Q4 | $21K | Buy |
+371
| New | +$21K | 0.01% | 361 |
|