United Advisor 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 | $4.26M | Sell |
90,485
-4,968
| -5% | -$234K | 0.74% | 31 |
|
|
2025
Q1 | $4.49M | Buy |
95,453
+9,387
| +11% | +$442K | 0.92% | 25 |
|
|
2024
Q4 | $3.97M | Buy |
86,066
+15,882
| +23% | +$732K | 0.78% | 33 |
|
|
2024
Q3 | $3.39M | Buy |
70,184
+15,597
| +29% | +$752K | 0.77% | 29 |
|
|
2024
Q2 | $2.53M | Buy |
54,587
+10,560
| +24% | +$489K | 0.79% | 33 |
|
|
2024
Q1 | $2.05M | Buy |
+44,027
| New | +$2.05M | 0.77% | 33 |
|