Aveo Capital Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Aveo Capital Partners’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	–	Sell	-48,921	Closed	-$2.28M	–	86
2025 Q1	$2.28M	Sell	48,921 -11,475	-19%	-$534K	0.38%	52
2024 Q4	$2.78M	Sell	60,396 -6,210	-9%	-$291K	0.3%	78
2024 Q3	$3.21M	Buy	66,606 +396	+0.6%	+$18.8K	0.34%	76
2024 Q2	$3.07M	Buy	66,210 +504	+0.8%	+$23.2K	0.35%	76
2024 Q1	$3.01M	Sell	65,706 -107,923	-62%	-$5.02M	0.33%	81
2023 Q4	$8.18M	Sell	173,629 -18,262	-10%	-$825K	0.99%	27
2023 Q3	$8.57M	Sell	191,891 -211,001	-52%	-$9.66M	1.13%	19
2023 Q2	$18.8M	Buy	402,892 +151,298	+60%	+$7.11M	2.38%	5
2023 Q1	$11.9M	Sell	251,594 -5,567	-2%	-$261K	1.59%	14
2022 Q4	$11.8M	Buy	+257,161	New	+$11.8M	1.78%	11

Other funds holding JCPB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $9.02B AUM 20.58% 1-Year Est. Return

FMI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Aveo Capital Partners's JCPB Position: Q2 2025 in Review

Aveo Capital Partners sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2025, closing a stake of 48,921 shares — an estimated $2.28M sold.

Aveo Capital Partners first reported a position in JCPB in Q4 2022 and held it in 10 quarters. The position peaked at $18.8M in Q2 2023. 369 funds tracked by Wall St. Rank hold JCPB as of Q2 2025.

Aveo Capital Partners reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 48,921 JPMorgan Core Plus Bond ETF shares in Q2 2025, an estimated $2.28M.
Aveo Capital Partners first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and held it in 10 quarters.
Aveo Capital Partners's JPMorgan Core Plus Bond ETF position peaked at $18.8M in Q2 2023.
369 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.