SIAP
Sterling Investment Advisors (Pennsylvania)’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 | $1.14M | Hold |
24,120
| – | – | 0.25% | 90 |
|
|
2025
Q1 | $1.13M | Buy |
24,120
+2,900
| +14% | +$136K | 0.27% | 84 |
|
|
2024
Q4 | $978K | Buy |
21,220
+8,595
| +68% | +$396K | 0.24% | 84 |
|
|
2024
Q3 | $609K | Buy |
12,625
+1,525
| +14% | +$73.6K | 0.15% | 94 |
|
|
2024
Q2 | $514K | Buy |
11,100
+1,250
| +13% | +$57.9K | 0.14% | 99 |
|
|
2024
Q1 | $459K | Buy |
+9,850
| New | +$459K | 0.13% | 105 |
|