Stonehearth Capital Management’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 | $355K | Buy |
7,537
+1,551
| +26% | +$73K | 0.15% | 52 |
|
|
2025
Q1 | $282K | Sell |
5,986
-390
| -6% | -$18.3K | 0.12% | 62 |
|
|
2024
Q4 | $294K | Sell |
6,376
-38
| -0.6% | -$1.75K | 0.12% | 59 |
|
|
2024
Q3 | $309K | Buy |
6,414
+85
| +1% | +$4.1K | 0.12% | 52 |
|
|
2024
Q2 | $293K | Buy |
6,329
+180
| +3% | +$8.34K | 0.13% | 53 |
|
|
2024
Q1 | $287K | Buy |
6,149
+208
| +4% | +$9.7K | 0.13% | 58 |
|
|
2023
Q4 | $280K | Buy |
+5,941
| New | +$280K | 0.14% | 53 |
|