Retirement Planning Group (Kansas)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Sell	30,520 -903	-3%	-$42.9K	0.04%	173
2025 Q4	$1.49M	Sell	31,423 -1,961	-6%	-$93.3K	0.05%	149
2025 Q3	$1.59M	Sell	33,384 -392	-1%	-$18.4K	0.06%	135
2025 Q2	$1.59M	Sell	33,776 -2,267	-6%	-$105K	0.07%	103
2025 Q1	$1.7M	Sell	36,043 -3,077	-8%	-$143K	0.08%	94
2024 Q4	$1.8M	Sell	39,120 -2,309	-6%	-$108K	0.09%	87
2024 Q3	$2M	Sell	41,429 -9,385	-18%	-$446K	0.11%	84
2024 Q2	$2.35M	Sell	50,814 -236	-0.5%	-$10.9K	0.15%	64
2024 Q1	$2.38M	Buy	51,050 +6,070	+13%	+$282K	0.18%	59
2023 Q4	$2.12M	Sell	44,980 -15,398	-26%	-$695K	0.19%	45
2023 Q3	$2.7M	Buy	60,378 +18,752	+45%	+$858K	0.29%	34
2023 Q2	$1.94M	Buy	41,626 +170	+0.4%	+$7.99K	0.19%	42
2023 Q1	$1.96M	Sell	41,456 -2,601	-6%	-$122K	0.21%	41
2022 Q4	$2.02M	Buy	44,057 +21,740	+97%	+$999K	0.23%	43
2022 Q3	$1.02M	Buy	+22,317	New	+$1.07M	0.13%	54