LWL
Leo Wealth LLC’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 | $4.11M | Buy |
+87,289
| New | +$4.11M | 0.32% | 59 |
|
|
2025
Q1 | – | Sell |
-77,373
| Closed | -$3.56M | – | 328 |
|
|
2024
Q4 | $3.56M | Buy |
77,373
+10,942
| +16% | +$504K | 0.32% | 57 |
|
|
2024
Q3 | $3.2M | Buy |
66,431
+30,780
| +86% | +$1.48M | 0.29% | 61 |
|
|
2024
Q2 | $1.64M | Sell |
35,651
-170,554
| -83% | -$7.82M | 0.17% | 105 |
|
|
2024
Q1 | $9.52M | Buy |
206,205
+19,782
| +11% | +$913K | 0.97% | 21 |
|
|
2023
Q4 | $8.7M | Buy |
+186,423
| New | +$8.7M | 0.9% | 21 |
|