Semus Wealth Partners’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	$266K	Sell	5,650 -24	-0.4%	-$1.13K	0.17%	93
2025 Q1	$267K	Buy	5,674 +553	+11%	+$26K	0.19%	86
2024 Q4	$236K	Sell	5,121 -182	-3%	-$8.39K	0.16%	95
2024 Q3	$256K	Buy	5,303 +407	+8%	+$19.6K	0.18%	99
2024 Q2	$227K	Buy	+4,896	New	+$227K	0.18%	98