MC
McCarthy & Cox’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 | $28.6M | Buy |
608,221
+24,430
| +4% | +$1.15M | 7.5% | 4 |
|
|
2025
Q1 | $27.5M | Buy |
583,791
+16,163
| +3% | +$760K | 11.96% | 2 |
|
|
2024
Q4 | $26.2M | Sell |
567,628
-37,639
| -6% | -$1.73M | 9.08% | 2 |
|
|
2024
Q3 | $29.2M | Buy |
605,267
+154,831
| +34% | +$7.47M | 11.19% | 1 |
|
|
2024
Q2 | $20.9M | Buy |
450,436
+10,373
| +2% | +$481K | 8.01% | 1 |
|
|
2024
Q1 | $20.5M | Buy |
+440,063
| New | +$20.5M | 7.75% | 1 |
|