HWA
JCPB icon

Heritage Wealth Architects’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
$2.03M Buy
43,178
+4,453
+11% +$210K 1.5% 14
2025
Q1
$1.82M Buy
+38,725
New +$1.82M 1.77% 12