Beacon Financial Advisory’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
Sell
-4,310
Closed -$203K 362
2025
Q1
$203K Buy
+4,310
New +$203K 0.06% 319