Atria Wealth Solutions’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Atria Wealth Solutions’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 Q2	$3.78M	Sell	80,983 -60,763	-43%	-$2.82M	0.09%	262
2025 Q1	$6.67M	Buy	141,746 +15,329	+12%	+$713K	0.08%	262
2024 Q4	$5.83M	Buy	126,417 +12,660	+11%	+$593K	0.06%	317
2024 Q3	$5.49M	Buy	113,757 +35,157	+45%	+$1.67M	0.06%	322
2024 Q2	$3.64M	Buy	78,600 +3,192	+4%	+$147K	0.04%	422
2024 Q1	$3.52M	Buy	75,408 +6,375	+9%	+$297K	0.04%	445
2023 Q4	$3.25M	Buy	69,033 +33,746	+96%	+$1.52M	0.04%	441
2023 Q3	$1.58M	Buy	35,287 +17,582	+99%	+$805K	0.02%	634
2023 Q2	$825K	Buy	17,705 +1,680	+10%	+$79K	0.01%	929
2023 Q1	$759K	Buy	16,025 +5,953	+59%	+$279K	0.01%	926
2022 Q4	$463K	Buy	10,072 +245	+2%	+$11.3K	0.01%	1123
2022 Q3	$451K	Buy	+9,827	New	+$471K	0.01%	1080

Other funds holding JCPB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Atria Wealth Solutions's JCPB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 43% in Q2 2025, selling an estimated $2.82M and leaving 80,983 shares worth $3.78M. The position accounts for 0.09% of the portfolio, ranked #262.

Atria Wealth Solutions first reported a position in JCPB in Q3 2022 and has held it in 12 quarters since. The position peaked at $6.67M in Q1 2025. 370 funds tracked by Wall St. Rank hold JCPB as of Q2 2025.

Atria Wealth Solutions held 80,983 shares of JPMorgan Core Plus Bond ETF worth $3.78M as of Q2 2025.
Atria Wealth Solutions sold 60,763 JPMorgan Core Plus Bond ETF shares in Q2 2025, an estimated $2.82M.
JPMorgan Core Plus Bond ETF made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #262 holding.
Atria Wealth Solutions first reported a position in JPMorgan Core Plus Bond ETF in Q3 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's JPMorgan Core Plus Bond ETF position peaked at $6.67M in Q1 2025.
370 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.