AWM
JCPB icon

AE Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

AE Wealth Management’s Portfolio JCPB Stock Details JCPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.17M Buy
67,243
+46,479
+224% +$2.21M 0.02% 517
2025
Q4 		$983K Buy
20,764
+10,590
+104% +$504K 0.01% 806
2025
Q3 		$484K Buy
10,174
+9,581
+1,616% +$451K ﹤0.01% 990
2025
Q2 		$27.9K Buy
593
+79
+15% +$3.67K ﹤0.01% 1702
2025
Q1 		$24.2K Buy
514
+6
+1% +$279 ﹤0.01% 1700
2024
Q4 		$23.4K Buy
+508
New +$23.8K ﹤0.01% 1701
2023
Q2 		– Sell
-4,358
Closed -$207K – 1984
2023
Q1 		$207K Buy
+4,358
New +$205K ﹤0.01% 1728

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return