USAdvisors Wealth Management’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 | $734K | Buy |
15,608
+3,229
| +26% | +$152K | 0.27% | 68 |
|
|
2025
Q1 | $631K | Buy |
12,379
+1,675
| +16% | +$85.4K | 0.22% | 74 |
|
|
2024
Q4 | $493K | Sell |
10,704
-271
| -2% | -$12.5K | 0.16% | 85 |
|
|
2024
Q3 | $530K | Buy |
10,975
+4,077
| +59% | +$197K | 0.19% | 80 |
|
|
2024
Q2 | $319K | Sell |
6,898
-1,675
| -20% | -$77.5K | 0.11% | 97 |
|
|
2024
Q1 | $400K | Buy |
8,573
+1,287
| +18% | +$60K | 0.15% | 92 |
|
|
2023
Q4 | $343K | Sell |
7,286
-30
| -0.4% | -$1.41K | 0.14% | 94 |
|
|
2023
Q3 | $326K | Buy |
7,316
+565
| +8% | +$25.2K | 0.15% | 86 |
|
|
2023
Q2 | $314K | Buy |
+6,751
| New | +$314K | 0.15% | 87 |
|