JGCM
Joseph Group Capital Management’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 | $36.8M | Buy |
781,218
+14,723
| +2% | +$693K | 12.34% | 1 |
|
|
2025
Q1 | $36.1M | Buy |
766,495
+13,086
| +2% | +$616K | 13.78% | 1 |
|
|
2024
Q4 | $34.7M | Buy |
753,409
+54,777
| +8% | +$2.52M | 13.68% | 1 |
|
|
2024
Q3 | $33.7M | Buy |
+698,632
| New | +$33.7M | 12.89% | 1 |
|
|
2024
Q1 | – | Sell |
-743
| Closed | -$35K | – | 85 |
|
|
2023
Q4 | $35K | Buy |
+743
| New | +$35K | 0.02% | 70 |
|