Heritage Wealth Management (Ohio)’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	$2.31M	Buy	49,188 +9,090	+23%	+$428K	0.75%	30
2025 Q1	$1.89M	Buy	40,098 +5,650	+16%	+$266K	0.64%	38
2024 Q4	$1.59M	Buy	34,448 +2,720	+9%	+$125K	0.53%	42
2024 Q3	$1.53M	Buy	31,728 +6,046	+24%	+$292K	0.5%	48
2024 Q2	$1.19M	Buy	+25,682	New	+$1.19M	0.4%	65