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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.6M	Buy	266,810 +21,637	+9%	+$1.02M	8.33%	2
2025 Q1	$11.5M	Buy	245,173 +22,963	+10%	+$1.08M	8.47%	2
2024 Q4	$10.2M	Buy	+222,210	New	+$10.2M	7.63%	2