SWM
Spire 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 | $19.6M | Sell |
419,693
-55,351
| -12% | -$2.59M | 0.71% | 31 |
|
|
2025
Q1 | $22.3M | Buy |
475,044
+474,980
| +742,156% | +$22.3M | 0.72% | 27 |
|
|
2024
Q4 | $2.95K | Buy |
64
+1
| +2% | +$46 | ﹤0.01% | 2165 |
|
|
2024
Q3 | $3.04K | Sell |
63
-2
| -3% | -$96 | ﹤0.01% | 1918 |
|
|
2024
Q2 | $3.01K | Sell |
65
-3
| -4% | -$139 | ﹤0.01% | 1932 |
|
|
2024
Q1 | $3.17K | Sell |
68
-27
| -28% | -$1.26K | ﹤0.01% | 2014 |
|
|
2023
Q4 | $4.42K | Sell |
95
-79
| -45% | -$3.68K | ﹤0.01% | 1986 |
|
|
2023
Q3 | $7.77K | Sell |
174
-39
| -18% | -$1.74K | ﹤0.01% | 1808 |
|
|
2023
Q2 | $9.92K | Buy |
+213
| New | +$9.92K | ﹤0.01% | 1816 |
|