Whitegate Investment Counselors’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	$1.39M	Buy	29,436 +6,338	+27%	+$298K	0.47%	33
2025 Q1	$1.09M	Buy	+23,098	New	+$1.09M	0.39%	37