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Elm3 Financial Group’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
$394K Sell
8,370
-4,338
-34% -$204K 0.33% 77
2025
Q1
$598K Sell
12,708
-11,061
-47% -$520K 0.53% 43
2024
Q4
$1.1M Buy
+23,769
New +$1.1M 0.93% 28