TWM
Tradition Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.6M | Buy |
861,685
+27,808
| +3% | +$1.31M | 3.24% | 2 |
|
|
2025
Q1 | $39.2M | Buy |
833,877
+50,466
| +6% | +$2.37M | 3.45% | 2 |
|
|
2024
Q4 | $36.1M | Buy |
783,411
+147,258
| +23% | +$6.78M | 3.18% | 3 |
|
|
2024
Q3 | $30.7M | Buy |
636,153
+37,411
| +6% | +$1.8M | 2.74% | 3 |
|
|
2024
Q2 | $27.7M | Buy |
598,742
+463,797
| +344% | +$21.5M | 2.68% | 3 |
|
|
2024
Q1 | $6.29M | Buy |
134,945
+64,217
| +91% | +$3M | 0.64% | 41 |
|
|
2023
Q4 | $3.33M | Buy |
+70,728
| New | +$3.33M | 0.35% | 61 |
|