MWM
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Modern Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Modern Wealth Management’s Portfolio JCPB Stock Details JCPB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$38.2M Buy
811,743
+619,260
+322% +$29.1M 0.95% 23
2025
Q1 		$9.05M Buy
+192,483
New +$9.05M 0.29% 81