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EP Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

EP Wealth Advisors’s Portfolio JCPB Stock Details JCPB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.03M Buy
43,156
+38,546
+836% +$1.81M 0.01% 412
2025
Q1 		$217K Buy
+4,610
New +$217K ﹤0.01% 1098