CFS
CRA Financial Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Buy |
20,606
+758
| +4% | +$35.7K | 0.15% | 114 |
|
|
2025
Q1 | $934K | Buy |
19,848
+1,861
| +10% | +$87.5K | 0.16% | 114 |
|
|
2024
Q4 | $829K | Buy |
17,987
+4,187
| +30% | +$193K | 0.14% | 119 |
|
|
2024
Q3 | $666K | Sell |
13,800
-200
| -1% | -$9.65K | 0.12% | 121 |
|
|
2024
Q2 | $649K | Sell |
14,000
-2,625
| -16% | -$122K | 0.13% | 115 |
|
|
2024
Q1 | $775K | Buy |
+16,625
| New | +$775K | 0.17% | 99 |
|