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AllGen Financial Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

AllGen Financial Advisors’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
2025
Q3 		– Sell
-225,039
Closed -$10.6M – 43
2025
Q2 		$10.6M Sell
225,039
-607,743
-73% -$28.2M 2.84% 10
2025
Q1 		$39.2M Buy
832,782
+14,838
+2% +$690K 11.6% 3
2024
Q4 		$37.7M Buy
817,944
+807
+0.1% +$37.8K 12.66% 2
2024
Q3 		$39.4M Sell
817,137
-206,753
-20% -$9.82M 12.79% 2
2024
Q2 		$47.4M Sell
1,023,890
-137,040
-12% -$6.3M 17.99% 1
2024
Q1 		$54.2M Buy
1,160,930
+207,132
+22% +$9.64M 22.04% 1
2023
Q4 		$44.9M Buy
953,798
+230,315
+32% +$10.4M 23.36% 1
2023
Q3 		$32.3M Buy
723,483
+5,440
+0.8% +$249K 22.98% 1
2023
Q2 		$33.4M Buy
718,043
+68,152
+10% +$3.2M 21.05% 1
2023
Q1 		$30.8M Buy
649,891
+10,744
+2% +$504K 21.5% 1
2022
Q4 		$29.4M Buy
639,147
+266,474
+72% +$12.2M 21.06% 1
2022
Q3 		$14.3M Buy
+372,673
New +$17.9M 11.1% 3

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AllGen Financial Advisors's JCPB Position: Q3 2025 in Review

AllGen Financial Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2025, closing a stake of 225,039 shares — an estimated $10.6M sold.

AllGen Financial Advisors first reported a position in JCPB in Q3 2022 and held it in 12 quarters. The position peaked at $54.2M in Q1 2024. 388 funds tracked by Wall St. Rank hold JCPB as of Q3 2025.

  • AllGen Financial Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
  • AllGen Financial Advisors sold 225,039 JPMorgan Core Plus Bond ETF shares in Q3 2025, an estimated $10.6M.
  • AllGen Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2022 and held it in 12 quarters.
  • AllGen Financial Advisors's JPMorgan Core Plus Bond ETF position peaked at $54.2M in Q1 2024.
  • 388 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2025.

Based on AllGen Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.