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Founders Financial Securities’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
$13.9M Sell
295,250
-653
-0.2% -$30.7K 1.06% 20
2025
Q1
$13.9M Buy
295,903
+17,183
+6% +$806K 1.18% 19
2024
Q4
$12.8M Sell
278,720
-22,605
-8% -$1.04M 1.16% 17
2024
Q3
$14.5M Buy
301,325
+94,887
+46% +$4.58M 1.34% 17
2024
Q2
$9.56M Buy
206,438
+2,538
+1% +$118K 0.9% 31
2024
Q1
$9.51M Buy
+203,900
New +$9.51M 1% 28