Lionsbridge Wealth Management’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 | $5.84M | Buy |
124,111
+4,225
| +4% | +$199K | 5.81% | 3 |
|
|
2025
Q1 | $5.64M | Sell |
119,886
-14,789
| -11% | -$696K | 5.01% | 4 |
|
|
2024
Q4 | $6.2M | Sell |
134,675
-5,800
| -4% | -$267K | 5.21% | 3 |
|
|
2024
Q3 | $6.78M | Sell |
140,475
-2,735
| -2% | -$132K | 5.35% | 3 |
|
|
2024
Q2 | $6.63M | Sell |
143,210
-1,171
| -0.8% | -$54.3K | 5.31% | 5 |
|
|
2024
Q1 | $6.73M | Buy |
144,381
+19,745
| +16% | +$921K | 5.21% | 5 |
|
|
2023
Q4 | $5.87M | Buy |
124,636
+85,354
| +217% | +$4.02M | 4.69% | 4 |
|
|
2023
Q3 | $1.75M | Buy |
39,282
+674
| +2% | +$30.1K | 1.66% | 24 |
|
|
2023
Q2 | $1.8M | Buy |
38,608
+786
| +2% | +$36.6K | 1.61% | 23 |
|
|
2023
Q1 | $1.79M | Buy |
+37,822
| New | +$1.79M | 1.65% | 22 |
|