New Wave Wealth Advisors’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
Q3
$350K Hold
2025
Q2
$350K Buy
2025
Q1
Sell
2024
Q4
$144K Sell
2024
Q3
$251K Buy