Retirement Planning Group (Kansas)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
33,776
-2,267
| -6% | -$107K | 0.07% | 103 |
|
|
2025
Q1 | $1.7M | Sell |
36,043
-3,077
| -8% | -$145K | 0.08% | 94 |
|
|
2024
Q4 | $1.8M | Sell |
39,120
-2,309
| -6% | -$106K | 0.09% | 87 |
|
|
2024
Q3 | $2M | Sell |
41,429
-9,385
| -18% | -$453K | 0.11% | 84 |
|
|
2024
Q2 | $2.35M | Sell |
50,814
-236
| -0.5% | -$10.9K | 0.15% | 64 |
|
|
2024
Q1 | $2.38M | Buy |
51,050
+6,070
| +13% | +$283K | 0.18% | 59 |
|
|
2023
Q4 | $2.12M | Sell |
44,980
-15,398
| -26% | -$725K | 0.19% | 45 |
|
|
2023
Q3 | $2.7M | Buy |
60,378
+18,752
| +45% | +$838K | 0.29% | 34 |
|
|
2023
Q2 | $1.94M | Buy |
41,626
+170
| +0.4% | +$7.92K | 0.19% | 42 |
|
|
2023
Q1 | $1.96M | Sell |
41,456
-2,601
| -6% | -$123K | 0.21% | 41 |
|
|
2022
Q4 | $2.02M | Buy |
44,057
+21,740
| +97% | +$999K | 0.23% | 43 |
|
|
2022
Q3 | $1.02M | Buy |
+22,317
| New | +$1.02M | 0.13% | 54 |
|