Kelly Financial Group’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	$25.9M	Buy	551,196 +29,689	+6%	+$1.4M	7.51%	3
2025 Q1	$24.5M	Buy	521,507 +39,539	+8%	+$1.86M	7.67%	3
2024 Q4	$22.3M	Buy	+481,968	New	+$22.3M	7.93%	3