Financial Partners Group (Kansas)’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	$15.3M	Buy	324,642 +16,031	+5%	+$761K	1.83%	17
2025 Q4	$14.7M	Buy	308,611 +292,065	+1,765%	+$13.9M	1.7%	19
2025 Q3	$787K	Buy	16,546 +10,650	+181%	+$501K	0.1%	97
2025 Q2	$277K	Buy	5,896 +1,218	+26%	+$56.6K	0.04%	167
2025 Q1	$220K	Buy	4,678 +51	+1%	+$2.37K	0.03%	179
2024 Q4	$213K	Sell	4,627 -113	-2%	-$5.3K	0.03%	175
2024 Q3	$229K	Sell	4,740 -181	-4%	-$8.6K	0.03%	174
2024 Q2	$228K	Buy	4,921 +194	+4%	+$8.92K	0.04%	163
2024 Q1	$220K	Sell	4,727 -16	-0.3%	-$744	0.04%	165
2023 Q4	$223K	Buy	4,743 +14	+0.3%	+$632	0.04%	157
2023 Q3	$210K	Buy	4,729 +225	+5%	+$10.3K	0.04%	151
2023 Q2	$207K	Buy	+4,504	New	+$212K	0.04%	151