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Wealthspire Advisors (New York)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Wealthspire Advisors (New York)’s Portfolio JCPB Stock Details JCPB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$945K Sell
20,073
-3,472
-15% -$163K 0.01% 399
2025
Q1 		$1.11M Buy
23,545
+1,518
+7% +$71.4K 0.01% 363
2024
Q4 		$1.01M Sell
22,027
-22,661
-51% -$1.04M 0.01% 368
2024
Q3 		$2.16M Buy
+44,688
New +$2.16M 0.02% 242