LW
Linscomb Wealth’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 | $363K | Sell |
7,709
-475
| -6% | -$22.4K | 0.02% | 250 |
|
|
2025
Q1 | $385K | Buy |
8,184
+2,605
| +47% | +$123K | 0.02% | 244 |
|
|
2024
Q4 | $257K | Hold |
5,579
| – | – | 0.01% | 267 |
|
|
2024
Q3 | $269K | Sell |
5,579
-7
| -0.1% | -$338 | 0.01% | 259 |
|
|
2024
Q2 | $259K | Buy |
5,586
+8
| +0.1% | +$371 | 0.01% | 258 |
|
|
2024
Q1 | $260K | Buy |
5,578
+355
| +7% | +$16.6K | 0.01% | 257 |
|
|
2023
Q4 | $246K | Buy |
+5,223
| New | +$246K | 0.01% | 259 |
|