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Carl Stuart Investment Advisor’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Carl Stuart Investment Advisor’s Portfolio JCPB Stock Details JCPB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,736
Closed -$835K – 22
2023
Q4 		$835K Buy
+17,736
New +$835K 0.56% 14