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Smallwood Wealth Investment Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Smallwood Wealth Investment Management’s Portfolio JCPB Stock Details JCPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$652K Buy
13,853
+4,604
+50% +$217K 0.41% 36
2024
Q4 		$426K Buy
+9,249
New +$426K 0.29% 48