Sigma Planning Corp’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Buy |
16,170
+890
| +6% | +$41.9K | 0.02% | 609 |
|
|
2025
Q1 | $719K | Sell |
15,280
-60
| -0.4% | -$2.82K | 0.02% | 601 |
|
|
2024
Q4 | $707K | Sell |
15,340
-259
| -2% | -$11.9K | 0.02% | 601 |
|
|
2024
Q3 | $752K | Buy |
15,599
+1,975
| +14% | +$95.3K | 0.02% | 591 |
|
|
2024
Q2 | $631K | Buy |
13,624
+866
| +7% | +$40.1K | 0.02% | 632 |
|
|
2024
Q1 | $595K | Buy |
12,758
+6,846
| +116% | +$319K | 0.02% | 694 |
|
|
2023
Q4 | $278K | Sell |
5,912
-6,840
| -54% | -$322K | 0.02% | 649 |
|
|
2023
Q3 | $570K | Sell |
12,752
-2,619
| -17% | -$117K | 0.02% | 648 |
|
|
2023
Q2 | $716K | Buy |
15,371
+674
| +5% | +$31.4K | 0.03% | 589 |
|
|
2023
Q1 | $697K | Buy |
+14,697
| New | +$697K | 0.02% | 665 |
|