LGT Financial Advisors’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 | $114K | Buy |
2,430
+619
| +34% | +$29.1K | 0.29% | 63 |
|
|
2025
Q1 | $85.2K | Sell |
1,811
-237
| -12% | -$11.2K | 0.26% | 84 |
|
|
2024
Q4 | $94.4K | Buy |
2,048
+471
| +30% | +$21.7K | 0.21% | 96 |
|
|
2024
Q3 | $76.1K | Buy |
1,577
+824
| +109% | +$39.8K | 0.19% | 87 |
|
|
2024
Q2 | $34.9K | Buy |
753
+192
| +34% | +$8.9K | 0.07% | 203 |
|
|
2024
Q1 | $26.2K | Buy |
561
+19
| +4% | +$886 | 0.03% | 313 |
|
|
2023
Q4 | $25.5K | Sell |
542
-1,275
| -70% | -$60K | 0.03% | 297 |
|
|
2023
Q3 | $81.2K | Sell |
1,817
-2,554
| -58% | -$114K | 0.1% | 179 |
|
|
2023
Q2 | $204K | Buy |
4,371
+1,773
| +68% | +$82.6K | 0.22% | 118 |
|
|
2023
Q1 | $123K | Buy |
+2,598
| New | +$123K | 0.23% | 84 |
|