WMA
West Michigan 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 | $3.76M | Buy |
79,912
+181
| +0.2% | +$8.52K | 1.06% | 24 |
|
|
2025
Q1 | $3.75M | Buy |
79,731
+3,175
| +4% | +$149K | 1.24% | 19 |
|
|
2024
Q4 | $3.54M | Buy |
76,556
+2,387
| +3% | +$110K | 1.07% | 27 |
|
|
2024
Q3 | $3.58M | Buy |
74,169
+3,065
| +4% | +$148K | 1.08% | 26 |
|
|
2024
Q2 | $3.29M | Buy |
71,104
+17,256
| +32% | +$799K | 1.05% | 24 |
|
|
2024
Q1 | $2.51M | Buy |
+53,848
| New | +$2.51M | 0.82% | 34 |
|