Steward Partners Investment Advisory’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 | $9.18M | Buy |
195,174
+4,284
| +2% | +$202K | 0.07% | 269 |
|
|
2025
Q1 | $8.98M | Buy |
190,890
+55,243
| +41% | +$2.6M | 0.08% | 255 |
|
|
2024
Q4 | $6.25M | Buy |
135,647
+135,079
| +23,782% | +$6.22M | 0.06% | 330 |
|
|
2024
Q3 | $27.4K | Sell |
568
-1,921
| -77% | -$92.7K | ﹤0.01% | 2516 |
|
|
2024
Q2 | $115K | Buy |
2,489
+1,921
| +338% | +$89K | ﹤0.01% | 1711 |
|
|
2024
Q1 | $26.5K | Sell |
568
-108
| -16% | -$5.04K | ﹤0.01% | 2396 |
|
|
2023
Q4 | $31.8K | Hold |
676
| – | – | ﹤0.01% | 2163 |
|
|
2023
Q3 | $30.2K | Buy |
+676
| New | +$30.2K | ﹤0.01% | 2130 |
|