CFS
JCPB icon

CRA Financial Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

CRA Financial Services’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 		$1.47M Buy
31,203
+8,109
+35% +$385K 0.19% 92
2025
Q4 		$1.09M Buy
23,094
+868
+4% +$41.3K 0.14% 114
2025
Q3 		$1.06M Buy
22,226
+1,620
+8% +$76.2K 0.14% 110
2025
Q2 		$970K Buy
20,606
+758
+4% +$35.2K 0.15% 114
2025
Q1 		$934K Buy
19,848
+1,861
+10% +$86.5K 0.16% 114
2024
Q4 		$829K Buy
17,987
+4,187
+30% +$196K 0.14% 119
2024
Q3 		$666K Sell
13,800
-200
-1% -$9.5K 0.12% 121
2024
Q2 		$649K Sell
14,000
-2,625
-16% -$121K 0.13% 115
2024
Q1 		$775K Buy
+16,625
New +$773K 0.17% 99

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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