Walden 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
2024
Q2
$898K Buy
19,388
+629
+3% +$29.1K 0.5% 32
2024
Q1
$867K Sell
18,759
-606
-3% -$28K 0.5% 32
2023
Q4
$912K Buy
+19,365
New +$912K 0.57% 31