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Client 1st Advisory Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Client 1st Advisory Group’s Portfolio JCPB Stock Details JCPB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,531
Closed -$260K – 136
2025
Q1 		$260K Hold
5,531
– – 0.1% 108
2024
Q4 		$255K Hold
5,531
– – 0.1% 114
2024
Q3 		$267K Buy
+5,531
New +$267K 0.11% 104