Atria Wealth Solutions’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.78M	Sell	80,983 -60,763	-43%	-$2.82M	0.09%	262
2025 Q1	$6.67M	Buy	141,746 +15,329	+12%	+$713K	0.08%	262
2024 Q4	$5.83M	Buy	126,417 +12,660	+11%	+$593K	0.06%	317
2024 Q3	$5.49M	Buy	113,757 +35,157	+45%	+$1.67M	0.06%	322
2024 Q2	$3.64M	Buy	78,600 +3,192	+4%	+$147K	0.04%	422
2024 Q1	$3.52M	Buy	75,408 +6,375	+9%	+$297K	0.04%	445
2023 Q4	$3.25M	Buy	69,033 +33,746	+96%	+$1.52M	0.04%	441
2023 Q3	$1.58M	Buy	35,287 +17,582	+99%	+$805K	0.02%	634
2023 Q2	$825K	Buy	17,705 +1,680	+10%	+$79K	0.01%	929
2023 Q1	$759K	Buy	16,025 +5,953	+59%	+$279K	0.01%	926
2022 Q4	$463K	Buy	10,072 +245	+2%	+$11.3K	0.01%	1123
2022 Q3	$451K	Buy	+9,827	New	+$471K	0.01%	1080