ML
McAdam LLC’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 | $50.3M | Buy |
1,069,548
+673,652
| +170% | +$31.7M | 2.76% | 8 |
|
|
2025
Q1 | $18.6M | Buy |
395,896
+105,253
| +36% | +$4.95M | 1.15% | 15 |
|
|
2024
Q4 | $13.4M | Buy |
290,643
+181,639
| +167% | +$8.37M | 0.73% | 23 |
|
|
2024
Q3 | $5.26M | Buy |
+109,004
| New | +$5.26M | 0.3% | 53 |
|