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

Congress 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 		$7.23M Buy
153,696
+93,462
+155% +$4.34M 0.07% 313
2025
Q1 		$2.83M Buy
+60,234
New +$2.8M 0.03% 431

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

Congress Wealth Management's JCPB Position: Q2 2025 in Review

Congress Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 155% in Q2 2025, buying an estimated $4.34M and bringing the position to 153,696 shares worth $7.23M. The position accounts for 0.07% of the portfolio, ranked #313.

Congress Wealth Management first reported a position in JCPB in Q1 2025 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold JCPB as of Q2 2025.

  • Congress Wealth Management held 153,696 shares of JPMorgan Core Plus Bond ETF worth $7.23M as of Q2 2025.
  • Congress Wealth Management bought 93,462 JPMorgan Core Plus Bond ETF shares in Q2 2025, an estimated $4.34M.
  • JPMorgan Core Plus Bond ETF made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #313 holding.
  • Congress Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.