WWM
Wiser Wealth Management’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 | $46.4M | Buy |
985,192
+35,897
| +4% | +$1.69M | 11.61% | 2 |
|
|
2025
Q1 | $44.7M | Buy |
949,295
+57,733
| +6% | +$2.72M | 12.53% | 2 |
|
|
2024
Q4 | $41.1M | Sell |
891,562
-39,425
| -4% | -$1.82M | 11.53% | 2 |
|
|
2024
Q3 | $44.9M | Buy |
930,987
+19,532
| +2% | +$942K | 12.87% | 2 |
|
|
2024
Q2 | $42.2M | Buy |
911,455
+44,344
| +5% | +$2.05M | 13.07% | 2 |
|
|
2024
Q1 | $40.4M | Buy |
+867,111
| New | +$40.4M | 13.27% | 2 |
|