PWA
Peterson Wealth Advisors’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 | $17.2M | Buy |
365,188
+956
| +0.3% | +$45K | 2.84% | 8 |
|
|
2025
Q1 | $17M | Buy |
364,232
+26,037
| +8% | +$1.21M | 3.28% | 8 |
|
|
2024
Q4 | $15.6M | Sell |
338,195
-23,753
| -7% | -$1.09M | 2.8% | 9 |
|
|
2024
Q3 | $17.5M | Buy |
361,948
+19,442
| +6% | +$938K | 3.3% | 7 |
|
|
2024
Q2 | $15.9M | Buy |
342,506
+10,120
| +3% | +$469K | 3.33% | 8 |
|
|
2024
Q1 | $15.5M | Buy |
332,386
+26,068
| +9% | +$1.22M | 3.29% | 8 |
|
|
2023
Q4 | $14.4M | Sell |
306,318
-58,439
| -16% | -$2.75M | 3.42% | 8 |
|
|
2023
Q3 | $16.3M | Buy |
364,757
+4,907
| +1% | +$219K | 4.38% | 7 |
|
|
2023
Q2 | $16.7M | Sell |
359,850
-25,874
| -7% | -$1.2M | 4.41% | 7 |
|
|
2023
Q1 | $18.3M | Sell |
385,724
-1,275
| -0.3% | -$60.4K | 5.03% | 6 |
|
|
2022
Q4 | $17.8M | Sell |
386,999
-38,237
| -9% | -$1.76M | 5.37% | 6 |
|
|
2022
Q3 | $19.5M | Sell |
425,236
-1,470
| -0.3% | -$67.4K | 6.55% | 5 |
|
|
2022
Q2 | $20.5M | Buy |
+426,706
| New | +$20.5M | 6.77% | 5 |
|