Destiny Wealth Partners’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
2026 Q1	$40.9M	Buy	868,586 +13,682	+2%	+$649K	4.47%	1
2025 Q4	$40.7M	Buy	854,904 +263,323	+45%	+$12.5M	4.67%	2
2025 Q3	$28.1M	Buy	591,581 +13,329	+2%	+$627K	3.45%	4
2025 Q2	$27.2M	Buy	578,252 +12,497	+2%	+$581K	3.66%	5
2025 Q1	$26.6M	Sell	565,755 -7,283	-1%	-$339K	4.22%	4
2024 Q4	$26.4M	Buy	573,038 +24,266	+4%	+$1.14M	4.31%	3
2024 Q3	$26.5M	Sell	548,772 -32,004	-6%	-$1.52M	4.64%	2
2024 Q2	$26.9M	Buy	580,776 +423,181	+269%	+$19.5M	4.84%	2
2024 Q1	$7.35M	Sell	157,595 -19,469	-11%	-$906K	1.32%	30
2023 Q4	$8.27M	Buy	177,064 +11,752	+7%	+$531K	1.55%	28
2023 Q3	$7.38M	Buy	165,312 +11,899	+8%	+$544K	1.49%	27
2023 Q2	$7.15M	Buy	153,413 +31,259	+26%	+$1.47M	1.37%	26
2023 Q1	$5.79M	Buy	122,154 +10,174	+9%	+$478K	1.2%	28
2022 Q4	$5.14M	Buy	111,980 +37,749	+51%	+$1.73M	1.11%	30
2022 Q3	$3.41M	Sell	74,231 -449	-0.6%	-$21.5K	0.77%	44
2022 Q2	$3.59M	Buy	+74,680	New	+$3.64M	0.79%	43