Visionary Wealth Advisors’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 | $5.01M | Sell |
106,546
-86,646
| -45% | -$4.08M | 0.26% | 95 |
|
|
2025
Q1 | $9.09M | Sell |
193,192
-91,699
| -32% | -$4.31M | 0.55% | 47 |
|
|
2024
Q4 | $13.1M | Sell |
284,891
-39,610
| -12% | -$1.82M | 0.77% | 25 |
|
|
2024
Q3 | $15.7M | Buy |
324,501
+5,624
| +2% | +$271K | 0.95% | 18 |
|
|
2024
Q2 | $14.8M | Buy |
318,877
+34,046
| +12% | +$1.58M | 0.97% | 19 |
|
|
2024
Q1 | $13.3M | Buy |
284,831
+38,359
| +16% | +$1.79M | 0.9% | 20 |
|
|
2023
Q4 | $11.6M | Buy |
246,472
+55,506
| +29% | +$2.61M | 0.85% | 22 |
|
|
2023
Q3 | $8.53M | Buy |
190,966
+56,505
| +42% | +$2.52M | 0.69% | 34 |
|
|
2023
Q2 | $6.26M | Buy |
134,461
+113,793
| +551% | +$5.3M | 0.5% | 52 |
|
|
2023
Q1 | $979K | Buy |
+20,668
| New | +$979K | 0.08% | 194 |
|