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TruWealth Advisors’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 | $4.55M | Buy |
96,712
+1,186
| +1% | +$55.8K | 0.25% | 63 |
|
|
2025
Q1 | $4.49M | Buy |
95,526
+6,838
| +8% | +$322K | 0.27% | 54 |
|
|
2024
Q4 | $4.09M | Buy |
88,688
+996
| +1% | +$45.9K | 0.25% | 58 |
|
|
2024
Q3 | $4.23M | Buy |
87,692
+2,946
| +3% | +$142K | 0.26% | 56 |
|
|
2024
Q2 | $3.93M | Buy |
84,746
+1,136
| +1% | +$52.6K | 0.26% | 55 |
|
|
2024
Q1 | $3.9M | Buy |
83,610
+5,634
| +7% | +$263K | 0.27% | 55 |
|
|
2023
Q4 | $3.67M | Buy |
+77,976
| New | +$3.67M | 0.28% | 50 |
|