BOC
JCPB icon

Blue Oak Capital’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Blue Oak Capital’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 		$21.7M Buy
461,416
+52,589
+13% +$2.44M 11.41% 1
2025
Q1 		$19.2M Buy
408,827
+27,664
+7% +$1.29M 10.61% 1
2024
Q4 		$17.6M Buy
+381,163
New +$17.9M 10.71% 1

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 $17.8B AUM 24.16% 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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Blue Oak Capital's JCPB Position: Q2 2025 in Review

Blue Oak Capital increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 13% in Q2 2025, buying an estimated $2.44M and bringing the position to 461,416 shares worth $21.7M. The position accounts for 11.41% of the portfolio, ranked #1.

Blue Oak Capital first reported a position in JCPB in Q4 2024 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold JCPB as of Q2 2025.

  • Blue Oak Capital held 461,416 shares of JPMorgan Core Plus Bond ETF worth $21.7M as of Q2 2025.
  • Blue Oak Capital bought 52,589 JPMorgan Core Plus Bond ETF shares in Q2 2025, an estimated $2.44M.
  • JPMorgan Core Plus Bond ETF made up 11.41% of Blue Oak Capital's portfolio in Q2 2025, its #1 holding.
  • Blue Oak Capital first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.