Triad 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 | $25.3M | Buy |
537,237
+62,044
| +13% | +$2.92M | 5.11% | 1 |
|
|
2025
Q1 | $22.4M | Buy |
475,193
+66,510
| +16% | +$3.13M | 6.95% | 1 |
|
|
2024
Q4 | $18.8M | Buy |
408,683
+143,468
| +54% | +$6.61M | 6.8% | 2 |
|
|
2024
Q3 | $12.8M | Buy |
265,215
+104,128
| +65% | +$5.02M | 6.8% | 4 |
|
|
2024
Q2 | $7.46M | Buy |
161,087
+28,466
| +21% | +$1.32M | 3.91% | 7 |
|
|
2024
Q1 | $6.19M | Buy |
+132,621
| New | +$6.19M | 4.75% | 7 |
|