AssuredPartners Investment Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Sell
27,496
-72,798
-73% -$3.43M 0.32% 61
2025
Q1
$4.72M Buy
100,294
+4,624
+5% +$218K 0.91% 24
2024
Q4
$4.41M Buy
+95,670
New +$4.41M 0.86% 27