Brown Advisory
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Brown Advisory’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Brown Advisory’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
-15,298
Closed -$720K – 1386
2025
Q1 		$720K Buy
+15,298
New +$711K ﹤0.01% 871

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

Brown Advisory's JCPB Position: Q2 2025 in Review

Brown Advisory sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2025, closing a stake of 15,298 shares — an estimated $720K sold.

Brown Advisory first reported a position in JCPB in Q1 2025 and held it in 1 quarter. The position peaked at $720K in Q1 2025. 370 funds tracked by Wall St. Rank hold JCPB as of Q2 2025.

  • Brown Advisory reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Brown Advisory sold 15,298 JPMorgan Core Plus Bond ETF shares in Q2 2025, an estimated $720K.
  • Brown Advisory first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and held it in 1 quarter.
  • Brown Advisory's JPMorgan Core Plus Bond ETF position peaked at $720K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2025.

Based on Brown Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.