Lido 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 | $987K | Buy |
20,967
+5,268
| +34% | +$248K | ﹤0.01% | 769 |
|
|
2025
Q1 | $738K | Sell |
15,699
-709
| -4% | -$33.4K | ﹤0.01% | 835 |
|
|
2024
Q4 | $759K | Sell |
16,408
-167
| -1% | -$7.73K | ﹤0.01% | 796 |
|
|
2024
Q3 | $800K | Sell |
16,575
-83
| -0.5% | -$4K | ﹤0.01% | 730 |
|
|
2024
Q2 | $772K | Sell |
16,658
-260
| -2% | -$12K | ﹤0.01% | 707 |
|
|
2024
Q1 | $789K | Sell |
16,918
-1,280
| -7% | -$59.7K | ﹤0.01% | 680 |
|
|
2023
Q4 | $860K | Sell |
18,198
-3,505
| -16% | -$166K | 0.01% | 611 |
|
|
2023
Q3 | $969K | Sell |
21,703
-2,315
| -10% | -$103K | 0.01% | 501 |
|
|
2023
Q2 | $1.12M | Buy |
+24,018
| New | +$1.12M | 0.01% | 451 |
|