Corient Private Wealth
JCPB icon

Corient Private Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Corient Private Wealth’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
2026
Q1 		$48.6M Sell
1,032,176
-392,118
-28% -$18.6M 0.07% 242
2025
Q4 		$67.1M Buy
1,424,294
+1,048,229
+279% +$49.9M 0.05% 310
2025
Q3 		$17.9M Buy
376,065
+58,008
+18% +$2.73M 0.03% 410
2025
Q2 		$15M Buy
318,057
+57,679
+22% +$2.68M 0.02% 437
2025
Q1 		$12.2M Buy
260,378
+92,930
+55% +$4.32M 0.02% 476
2024
Q4 		$7.71M Sell
167,448
-1,219,686
-88% -$57.2M 0.01% 576
2024
Q3 		$66.9M Buy
1,387,134
+357,076
+35% +$17M 0.11% 193
2024
Q2 		$47.9M Buy
1,030,058
+182,434
+22% +$8.39M 0.08% 228
2024
Q1 		$39.5M Buy
847,624
+464,724
+121% +$21.6M 0.07% 268
2023
Q4 		$18M Buy
382,900
+375,073
+4,792% +$16.9M 0.03% 409
2023
Q3 		$350K Buy
+7,827
New +$358K ﹤0.01% 1677

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HWM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
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FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return