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

Brady Martz 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 		– Sell
-8,819
Closed -$415K – 149
2025
Q1 		$415K Sell
8,819
-438
-5% -$20.4K 0.09% 117
2024
Q4 		$422K Buy
+9,257
New +$434K 0.1% 117

Other funds holding JCPB

Bank of America
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
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 $104B AUM 28.3% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Brady Martz Wealth Solutions's JCPB Position: Q2 2025 in Review

Brady Martz Wealth Solutions sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2025, closing a stake of 8,819 shares — an estimated $415K sold.

Brady Martz Wealth Solutions first reported a position in JCPB in Q4 2024 and held it in 2 quarters. The position peaked at $422K in Q4 2024. 370 funds tracked by Wall St. Rank hold JCPB as of Q2 2025.

  • Brady Martz Wealth Solutions reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Brady Martz Wealth Solutions sold 8,819 JPMorgan Core Plus Bond ETF shares in Q2 2025, an estimated $415K.
  • Brady Martz Wealth Solutions first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and held it in 2 quarters.
  • Brady Martz Wealth Solutions's JPMorgan Core Plus Bond ETF position peaked at $422K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2025.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2025, filed 14 Jul 2025.