WCFA
Walkner Condon Financial 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 | $18.7M | Buy |
396,917
+6,880
| +2% | +$324K | 3.44% | 4 |
|
|
2025
Q1 | $18.3M | Buy |
390,037
+99,560
| +34% | +$4.68M | 3.71% | 3 |
|
|
2024
Q4 | $13.4M | Sell |
290,477
-10,831
| -4% | -$499K | 2.72% | 6 |
|
|
2024
Q3 | $14.5M | Buy |
301,308
+48,500
| +19% | +$2.34M | 2.97% | 5 |
|
|
2024
Q2 | $11.7M | Buy |
252,808
+15,194
| +6% | +$704K | 2.53% | 9 |
|
|
2024
Q1 | $11.1M | Buy |
237,614
+14,220
| +6% | +$663K | 2.35% | 7 |
|
|
2023
Q4 | $10.5M | Buy |
223,394
+175,940
| +371% | +$8.28M | 2.4% | 7 |
|
|
2023
Q3 | $2.12M | Buy |
47,454
+40,285
| +562% | +$1.8M | 0.56% | 47 |
|
|
2023
Q2 | $334K | Buy |
+7,169
| New | +$334K | 0.09% | 170 |
|