EFS
Econ 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 | $14.8M | Buy |
314,859
+30,241
| +11% | +$1.42M | 7.63% | 1 |
|
|
2025
Q1 | $13.4M | Buy |
284,618
+3,721
| +1% | +$175K | 7.13% | 1 |
|
|
2024
Q4 | $12.9M | Buy |
280,897
+174,245
| +163% | +$8.03M | 7.42% | 1 |
|
|
2024
Q3 | $5.14M | Buy |
106,652
+375
| +0.4% | +$18.1K | 2.88% | 5 |
|
|
2024
Q2 | $4.92M | Buy |
106,277
+17,634
| +20% | +$817K | 3.05% | 6 |
|
|
2024
Q1 | $4.13M | Sell |
88,643
-9,390
| -10% | -$438K | 2.57% | 9 |
|
|
2023
Q4 | $4.62M | Buy |
98,033
+10,253
| +12% | +$483K | 3.25% | 8 |
|
|
2023
Q3 | $3.92M | Buy |
87,780
+77,902
| +789% | +$3.48M | 2.86% | 9 |
|
|
2023
Q2 | $460K | Buy |
+9,878
| New | +$460K | 0.33% | 71 |
|