Gentry Private Wealth’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	$911K	Sell	19,357 -4,189	-18%	-$197K	0.7%	18
2025 Q1	$1.11M	Sell	23,546 -3,124	-12%	-$147K	0.91%	17
2024 Q4	$1.23M	Sell	26,670 -914	-3%	-$42.1K	5.11%	8
2024 Q3	$1.33M	Buy	+27,584	New	+$1.33M	1.09%	14