Strategic Planning Group’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 | $1.95M | Buy |
41,380
+3,149
| +8% | +$148K | 0.32% | 65 |
|
|
2025
Q1 | $1.8M | Buy |
38,231
+5,441
| +17% | +$256K | 0.35% | 68 |
|
|
2024
Q4 | $1.51M | Buy |
32,790
+10,820
| +49% | +$498K | 0.28% | 68 |
|
|
2024
Q3 | $1.06M | Sell |
21,970
-877
| -4% | -$42.3K | 0.21% | 71 |
|
|
2024
Q2 | $1.06M | Buy |
22,847
+1,526
| +7% | +$70.7K | 0.23% | 68 |
|
|
2024
Q1 | $995K | Sell |
21,321
-5,027
| -19% | -$234K | 0.25% | 92 |
|
|
2023
Q4 | $1.24M | Buy |
+26,348
| New | +$1.24M | 0.41% | 69 |
|