Brio Consultants’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	$677K	Buy	14,388 +3,825	+36%	+$180K	0.1%	81
2025 Q1	$497K	Buy	10,563 +546	+5%	+$25.7K	0.08%	78
2024 Q4	$461K	Buy	10,017 +458	+5%	+$21.1K	0.07%	83
2024 Q3	$461K	Buy	9,559 +822	+9%	+$39.7K	0.07%	81
2024 Q2	$405K	Buy	+8,737	New	+$405K	0.07%	78