WF
Wayfinding Financial’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 | $1.32M | Buy |
27,964
+1,822
| +7% | +$85.7K | 0.59% | 36 |
|
|
2025
Q1 | $1.23M | Buy |
26,142
+6,428
| +33% | +$302K | 0.54% | 35 |
|
|
2024
Q4 | $912K | Buy |
19,714
+2,420
| +14% | +$112K | 0.49% | 39 |
|
|
2024
Q3 | $834K | Buy |
17,294
+103
| +0.6% | +$4.97K | 0.62% | 30 |
|
|
2024
Q2 | $796K | Buy |
17,191
+84
| +0.5% | +$3.89K | 0.45% | 41 |
|
|
2024
Q1 | $783K | Sell |
17,107
-2,042
| -11% | -$93.5K | 0.46% | 46 |
|
|
2023
Q4 | $905K | Buy |
19,149
+3,519
| +23% | +$166K | 0.62% | 35 |
|
|
2023
Q3 | $693K | Sell |
15,630
-1,058
| -6% | -$46.9K | 0.52% | 39 |
|
|
2023
Q2 | $772K | Sell |
16,688
-4,328
| -21% | -$200K | 0.54% | 38 |
|
|
2023
Q1 | $995K | Buy |
+21,016
| New | +$995K | 0.76% | 25 |
|