PWP
Private Wealth Partners’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 | – | Sell |
-6,325
| Closed | -$298K | – | 169 |
|
|
2025
Q1 | $298K | Buy |
+6,325
| New | +$298K | 0.02% | 142 |
|
|
2024
Q1 | – | Sell |
-4,725
| Closed | -$222K | – | 169 |
|
|
2023
Q4 | $222K | Hold |
4,725
| – | – | 0.02% | 156 |
|
|
2023
Q3 | $211K | Hold |
4,725
| – | – | 0.02% | 150 |
|
|
2023
Q2 | $220K | Buy |
+4,725
| New | +$220K | 0.02% | 151 |
|