SWM
Silverlake Wealth Management’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 | $291K | Sell |
6,176
-2
| -0% | -$94 | 0.08% | 244 |
|
|
2025
Q1 | $291K | Buy |
6,178
+308
| +5% | +$14.5K | 0.11% | 193 |
|
|
2024
Q4 | $270K | Buy |
5,870
+1,501
| +34% | +$69.2K | 0.1% | 209 |
|
|
2024
Q3 | $211K | Buy |
+4,369
| New | +$211K | 0.08% | 249 |
|
|
2024
Q2 | – | Sell |
-4,706
| Closed | -$220K | – | 285 |
|
|
2024
Q1 | $220K | Sell |
4,706
-91
| -2% | -$4.25K | 0.11% | 213 |
|
|
2023
Q4 | $226K | Sell |
4,797
-2,719
| -36% | -$128K | 0.12% | 199 |
|
|
2023
Q3 | $336K | Sell |
7,516
-1,079
| -13% | -$48.2K | 0.19% | 147 |
|
|
2023
Q2 | $400K | Buy |
+8,595
| New | +$400K | 0.22% | 115 |
|