Arete Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.73M Buy
2025
Q1
$3.71M Buy
2024
Q4
$3.27M Buy
2024
Q3
$2.34M Buy
2024
Q2
$1.86M Buy
2024
Q1
$1.59M Buy
2023
Q4
$1.44M Buy
2023
Q3
Sell
2023
Q2
$609K Buy