Mascoma Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Buy |
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|
2025
Q1 | $16.4M | Buy |
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|
2024
Q4 | $15.1M | Buy |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $13.7M | Buy |
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|
2024
Q1 | $12.8M | Buy |
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|
2023
Q4 | $13.7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $39K | Hold |
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|
2021
Q4 | $42K | Hold |
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|
2021
Q3 | $42K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $41K | Buy |
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