AWM
JCPB icon

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

Axxcess 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
2025
Q2 		– Sell
-61,331
Closed -$2.89M – 910
2025
Q1 		$2.89M Buy
61,331
+49,231
+407% +$2.29M 0.08% 201
2024
Q4 		$557K Sell
12,100
-3,550
-23% -$166K 0.01% 524
2024
Q3 		$755K Sell
15,650
-3,500
-18% -$166K 0.02% 458
2024
Q2 		$887K Sell
19,150
-48,735
-72% -$2.24M 0.02% 398
2024
Q1 		$3.17M Buy
67,885
+17,631
+35% +$820K 0.09% 181
2023
Q4 		$2.37M Buy
+50,254
New +$2.27M 0.07% 218

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
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 $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return