Journey Strategic 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	$863K	Sell	18,337 -1,338	-7%	-$63K	0.03%	193
2025 Q1	$926K	Sell	19,675 -11,700	-37%	-$550K	0.03%	141
2024 Q4	$1.45M	Sell	31,375 -15,196	-33%	-$700K	0.05%	90
2024 Q3	$2.25M	Buy	+46,571	New	+$2.25M	0.08%	65