Sigma Planning Corp’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
2026 Q1	$879K	Buy	18,677 +3,841	+26%	+$182K	0.02%	621
2025 Q4	$702K	Buy	14,836 +153	+1%	+$7.28K	0.02%	667
2025 Q3	$698K	Sell	14,683 -1,487	-9%	-$70K	0.02%	674
2025 Q2	$761K	Buy	16,170 +890	+6%	+$41.3K	0.02%	609
2025 Q1	$719K	Sell	15,280 -60	-0.4%	-$2.79K	0.02%	601
2024 Q4	$707K	Sell	15,340 -259	-2%	-$12.1K	0.02%	601
2024 Q3	$752K	Buy	15,599 +1,975	+14%	+$93.8K	0.02%	591
2024 Q2	$631K	Buy	13,624 +866	+7%	+$39.8K	0.02%	632
2024 Q1	$595K	Buy	12,758 +6,846	+116%	+$318K	0.02%	694
2023 Q4	$278K	Sell	5,912 -6,840	-54%	-$309K	0.02%	649
2023 Q3	$570K	Sell	12,752 -2,619	-17%	-$120K	0.02%	648
2023 Q2	$716K	Buy	15,371 +674	+5%	+$31.7K	0.03%	589
2023 Q1	$697K	Buy	+14,697	New	+$690K	0.02%	665