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Valeo Financial Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Valeo Financial Advisors’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
Q2 		$97.5M Buy
2,243,663
+209,501
+10% +$9.11M 2.4% 10
2025
Q1 		$87.6M Buy
2,034,162
+551,660
+37% +$23.8M 2.44% 11
2024
Q4 		$68.3M Buy
1,482,502
+1,123,217
+313% +$51.7M 1.9% 14
2024
Q3 		$17.3M Buy
+359,285
New +$17.3M 0.49% 28