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Congress Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Congress Wealth Management’s Portfolio JCPB Stock Details JCPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.23M Buy
153,696
+93,462
+155% +$4.4M 0.07% 313
2025
Q1 		$2.83M Buy
+60,234
New +$2.83M 0.03% 431