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Legacy Wealth Management (Idaho)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio JCPB Stock Details JCPB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.21M Buy
46,989
+44,244
+1,612% +$2.08M 1.15% 18
2025
Q1 		$129K Sell
2,745
-65,471
-96% -$3.08M 0.09% 87
2024
Q4 		$3.16M Sell
68,216
-7,175
-10% -$333K 2.02% 16
2024
Q3 		$3.5M Buy
+75,391
New +$3.5M 2.04% 14