LPAM
Lodestar Private Asset Management’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 | $6.76M | Sell |
143,724
-1,801
| -1% | -$84.8K | 0.78% | 38 |
|
|
2025
Q1 | $6.85M | Buy |
145,525
+567
| +0.4% | +$26.7K | 0.86% | 36 |
|
|
2024
Q4 | $6.68M | Buy |
144,958
+5,949
| +4% | +$274K | 0.84% | 35 |
|
|
2024
Q3 | $6.71M | Buy |
139,009
+15,937
| +13% | +$769K | 0.85% | 36 |
|
|
2024
Q2 | $5.7M | Buy |
123,072
+20,778
| +20% | +$963K | 0.78% | 37 |
|
|
2024
Q1 | $4.77M | Buy |
102,294
+13,052
| +15% | +$609K | 0.68% | 41 |
|
|
2023
Q4 | $4.2M | Buy |
89,242
+30,504
| +52% | +$1.44M | 0.64% | 41 |
|
|
2023
Q3 | $2.62M | Buy |
+58,738
| New | +$2.62M | 0.45% | 55 |
|