PG
Patten Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.35M | Buy |
49,922
+6,628
| +15% | +$312K | 0.5% | 55 |
|
2025
Q1 | $2.04M | Buy |
43,294
+4,764
| +12% | +$224K | 0.47% | 59 |
|
2024
Q4 | $1.78M | Buy |
38,530
+7,978
| +26% | +$368K | 0.39% | 71 |
|
2024
Q3 | $1.47M | Buy |
30,552
+6,238
| +26% | +$301K | 0.33% | 92 |
|
2024
Q2 | $1.13M | Buy |
24,314
+7,442
| +44% | +$345K | 0.27% | 107 |
|
2024
Q1 | $787K | Buy |
+16,872
| New | +$787K | 0.19% | 136 |
|