Silver Oak Securities’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 | $446K | Buy |
9,471
+221
| +2% | +$10.4K | 0.04% | 439 |
|
|
2025
Q1 | $434K | Buy |
9,250
+1,346
| +17% | +$63.2K | 0.04% | 408 |
|
|
2024
Q4 | $366K | Sell |
7,904
-823
| -9% | -$38.1K | 0.03% | 452 |
|
|
2024
Q3 | $422K | Buy |
8,727
+5,784
| +197% | +$279K | 0.04% | 355 |
|
|
2024
Q2 | $136K | Sell |
2,943
-1,809
| -38% | -$83.8K | 0.02% | 414 |
|
|
2024
Q1 | $222K | Buy |
4,752
+150
| +3% | +$7K | 0.03% | 358 |
|
|
2023
Q4 | $217K | Buy |
+4,602
| New | +$217K | 0.03% | 446 |
|