Berger Financial Group’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 | $39.5M | Buy |
839,614
+29,941
| +4% | +$1.41M | 2.55% | 7 |
|
|
2025
Q1 | $38.1M | Buy |
809,673
+530,365
| +190% | +$24.9M | 2.64% | 7 |
|
|
2024
Q4 | $12.9M | Buy |
279,308
+156
| +0.1% | +$7.19K | 0.89% | 27 |
|
|
2024
Q3 | $13.5M | Buy |
279,152
+2,084
| +0.8% | +$101K | 0.97% | 25 |
|
|
2024
Q2 | $12.8M | Sell |
277,068
-113,265
| -29% | -$5.25M | 1.02% | 21 |
|
|
2024
Q1 | $18.2M | Buy |
+390,333
| New | +$18.2M | 1.5% | 13 |
|