Medallion Wealth Advisors, LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio JCPB Stock Details JCPB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.39M	Buy
2025 Q4	$4.22M	Buy
2025 Q3	$3.95M	Buy
2025 Q2	$3.22M	Buy
2025 Q1	$2.54M	Sell
2024 Q4	$2.62M	Buy