Steward Partners Investment Advisory’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.3M | Sell |
|
|||||
|
2025
Q4 | $9.99M | Buy |
|
|||||
|
2025
Q3 | $9.63M | Buy |
|
|||||
|
2025
Q2 | $9.18M | Buy |
|
|||||
|
2025
Q1 | $8.98M | Buy |
|
|||||
|
2024
Q4 | $6.25M | Buy |
|
|||||
|
2024
Q3 | $27.4K | Sell |
|
|||||
|
2024
Q2 | $115K | Buy |
|
|||||
|
2024
Q1 | $26.5K | Sell |
|
|||||
|
2023
Q4 | $31.8K | Hold |
|
|||||
|
2023
Q3 | $30.2K | Buy |
|