Prestige Wealth Management Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$43.3K Hold
2025
Q1
$43.3K Hold
2024
Q4
$42.6K Hold
2024
Q3
$44.4K Sell
2024
Q2
$140K Hold
2024
Q1
$141K Hold
2023
Q4
$143K Sell
2023
Q3
$782K Sell
2023
Q2
$921K Hold
2023
Q1
$937K Sell
2022
Q4
$21.4M Sell
2022
Q3
$22.1M Buy
2022
Q2
$22.8M Sell
2022
Q1
$24.8M Buy
2021
Q4
$25.4M Buy
2021
Q3
$24.7M Buy
2021
Q2
$24.7M Sell
2021
Q1
$25.6M Buy
2020
Q4
$25.6M Sell
2020
Q3
$26.4M Buy
2020
Q2
$15M Buy
2020
Q1
$14.5M Buy