PJWM
Philip James Wealth Mangement’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 | $8.15M | Buy |
173,171
+3,515
| +2% | +$165K | 1.04% | 19 |
|
|
2025
Q1 | $7.98M | Buy |
169,656
+17,469
| +11% | +$822K | 0.97% | 21 |
|
|
2024
Q4 | $7.01M | Buy |
152,187
+58,155
| +62% | +$2.68M | 0.91% | 25 |
|
|
2024
Q3 | $4.54M | Buy |
94,032
+2,648
| +3% | +$128K | 0.56% | 45 |
|
|
2024
Q2 | $4.23M | Buy |
+91,384
| New | +$4.23M | 2.82% | 12 |
|