Personal CFO Solutions’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,279
| Closed | -$882K | – | 545 |
|
|
2024
Q3 | $882K | Buy |
18,279
+4,242
| +30% | +$205K | 0.12% | 170 |
|
|
2024
Q2 | $650K | Buy |
14,037
+3,971
| +39% | +$184K | 0.1% | 195 |
|
|
2024
Q1 | $470K | Buy |
10,066
+1,522
| +18% | +$71K | 0.07% | 272 |
|
|
2023
Q4 | $402K | Buy |
+8,544
| New | +$402K | 0.07% | 287 |
|