Mayfair Advisory Group’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 | $1.96M | Buy |
41,859
+25,842
| +161% | +$1.21M | 0.93% | 30 |
|
|
2025
Q1 | $753K | Buy |
16,017
+10,700
| +201% | +$503K | 0.43% | 46 |
|
|
2024
Q4 | $245K | Buy |
5,317
+200
| +4% | +$9.21K | 0.14% | 130 |
|
|
2024
Q3 | $243K | Hold |
5,117
| – | – | 0.15% | 128 |
|
|
2024
Q2 | $240K | Hold |
5,117
| – | – | 0.16% | 117 |
|
|
2024
Q1 | $239K | Hold |
5,117
| – | – | 0.17% | 120 |
|
|
2023
Q4 | $240K | Hold |
5,117
| – | – | 0.2% | 107 |
|
|
2023
Q3 | $227K | Hold |
5,117
| – | – | 0.22% | 106 |
|
|
2023
Q2 | $235K | Buy |
+5,117
| New | +$235K | 0.23% | 101 |
|