Summit Wealth Partners’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 | $3.62M | Buy |
76,978
+15,953
| +26% | +$751K | 0.69% | 35 |
|
|
2025
Q1 | $2.87M | Buy |
61,025
+4,493
| +8% | +$211K | 0.58% | 42 |
|
|
2024
Q4 | $2.6M | Buy |
56,532
+6,850
| +14% | +$316K | 0.53% | 42 |
|
|
2024
Q3 | $2.4M | Buy |
49,682
+2,395
| +5% | +$116K | 0.46% | 45 |
|
|
2024
Q2 | $2.19M | Buy |
47,287
+12,203
| +35% | +$565K | 0.45% | 43 |
|
|
2024
Q1 | $1.64M | Buy |
35,084
+6,254
| +22% | +$292K | 0.35% | 55 |
|
|
2023
Q4 | $1.36M | Buy |
+28,830
| New | +$1.36M | 0.32% | 55 |
|