NWWA
JCPB icon

New Wave Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

New Wave Wealth Advisors’s Portfolio JCPB Stock Details JCPB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$350K Buy
+7,444
New +$350K 0.15% 91
2025
Q1 		– Sell
-3,122
Closed -$144K – 402
2024
Q4 		$144K Sell
3,122
-2,083
-40% -$96K 0.06% 164
2024
Q3 		$251K Buy
+5,205
New +$251K 0.12% 124