DOA
JCPB icon

D'Orazio & Associates’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

D'Orazio & Associates’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 		$752K Buy
15,982
+1,349
+9% +$64K 0.1% 81
2025
Q4 		$693K Sell
14,633
-372
-2% -$17.7K 0.09% 83
2025
Q3 		$713K Buy
15,005
+2,223
+17% +$105K 0.09% 78
2025
Q2 		$602K Buy
12,782
+2,374
+23% +$110K 0.08% 90
2025
Q1 		$490K Buy
10,408
+1,903
+22% +$88.5K 0.07% 95
2024
Q4 		$392K Buy
8,505
+2,905
+52% +$136K 0.06% 113
2024
Q3 		$270K Buy
5,600
+1,170
+26% +$55.6K 0.04% 171
2024
Q2 		$205K Buy
+4,430
New +$204K 0.03% 196
2024
Q1 		– Sell
-7,166
Closed -$337K – 208
2023
Q4 		$337K Buy
+7,166
New +$324K 0.06% 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