C1AG
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Client 1st Advisory Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Client 1st Advisory Group’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
-5,531
Closed -$260K – 136
2025
Q1 		$260K Hold
5,531
– – 0.1% 108
2024
Q4 		$255K Hold
5,531
– – 0.1% 114
2024
Q3 		$267K Buy
+5,531
New +$263K 0.11% 104

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

Client 1st Advisory Group's JCPB Position: Q2 2025 in Review

Client 1st Advisory Group sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2025, closing a stake of 5,531 shares — an estimated $260K sold.

Client 1st Advisory Group first reported a position in JCPB in Q3 2024 and held it in 3 quarters. The position peaked at $267K in Q3 2024. 370 funds tracked by Wall St. Rank hold JCPB as of Q2 2025.

  • Client 1st Advisory Group reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Client 1st Advisory Group sold 5,531 JPMorgan Core Plus Bond ETF shares in Q2 2025, an estimated $260K.
  • Client 1st Advisory Group first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and held it in 3 quarters.
  • Client 1st Advisory Group's JPMorgan Core Plus Bond ETF position peaked at $267K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2025.

Based on Client 1st Advisory Group's 13F filing for Q2 2025, filed 18 Jul 2025.