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

Summit Financial Strategies’s Portfolio JCPB Stock Details JCPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$101M	Buy
2025 Q1	$90.6M	Buy
2024 Q4	$4.74M	Buy