N.E.W. Advisory Services’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 | $1.59M | Sell |
33,726
-309,167
| -90% | -$14.5M | 0.15% | 54 |
|
|
2025
Q1 | $16.1M | Buy |
342,893
+188,175
| +122% | +$8.85M | 1.23% | 19 |
|
|
2024
Q4 | $7.13M | Buy |
154,718
+19,297
| +14% | +$889K | 0.68% | 30 |
|
|
2024
Q3 | $6.53M | Sell |
135,421
-17,697
| -12% | -$854K | 0.64% | 29 |
|
|
2024
Q2 | $7.09M | Buy |
153,118
+12,761
| +9% | +$591K | 0.77% | 29 |
|
|
2024
Q1 | $6.55M | Buy |
140,357
+45,665
| +48% | +$2.13M | 0.73% | 27 |
|
|
2023
Q4 | $4.46M | Buy |
+94,692
| New | +$4.46M | 0.54% | 32 |
|