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Asset Dedication LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Asset Dedication LLC’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
-200
Closed -$9.41K – 1202
2025
Q2 		$9.41K Buy
+200
New +$9.29K ﹤0.01% 830

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

Asset Dedication LLC's JCPB Position: Q3 2025 in Review

Asset Dedication LLC sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2025, closing a stake of 200 shares — an estimated $9.41K sold.

Asset Dedication LLC first reported a position in JCPB in Q2 2025 and held it in 1 quarter. The position peaked at $9.41K in Q2 2025. 388 funds tracked by Wall St. Rank hold JCPB as of Q3 2025.

  • Asset Dedication LLC reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 200 JPMorgan Core Plus Bond ETF shares in Q3 2025, an estimated $9.41K.
  • Asset Dedication LLC first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and held it in 1 quarter.
  • Asset Dedication LLC's JPMorgan Core Plus Bond ETF position peaked at $9.41K in Q2 2025.
  • 388 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2025.

Based on Asset Dedication LLC's 13F filing for Q3 2025, filed 20 Nov 2025.