SFS
JCPB icon

Summit Financial Strategies’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Summit Financial Strategies’s Portfolio JCPB Stock Details JCPB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$101M Buy
2,148,587
+221,607
+12% +$10.4M 9.36% 2
2025
Q1 		$90.6M Buy
1,926,980
+1,824,189
+1,775% +$85.8M 9.14% 2
2024
Q4 		$4.74M Buy
+102,791
New +$4.74M 0.52% 22