MAWA
Moss Adams Wealth Advisors’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 | $95.7M | Buy |
2,032,669
+16,072
| +0.8% | +$756K | 8.69% | 2 |
|
|
2025
Q1 | $94.9M | Buy |
2,016,597
+146,798
| +8% | +$6.91M | 9.99% | 2 |
|
|
2024
Q4 | $86.4M | Buy |
1,869,799
+253,902
| +16% | +$11.7M | 9.13% | 3 |
|
|
2024
Q3 | $78M | Buy |
+1,615,897
| New | +$78M | 8.53% | 3 |
|