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Edge Financial Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Edge Financial Advisors’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
Q4 		$413K Buy
8,715
+2,261
+35% +$108K 0.17% 100
2025
Q3 		$307K Buy
+6,454
New +$304K 0.14% 109

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Edge Financial Advisors's JCPB Position: Q4 2025 in Review

Edge Financial Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 35% in Q4 2025, buying an estimated $108K and bringing the position to 8,715 shares worth $413K. The position accounts for 0.17% of the portfolio, ranked #100.

Edge Financial Advisors first reported a position in JCPB in Q3 2025 and has held it in 2 quarters since. 443 funds tracked by Wall St. Rank hold JCPB as of Q4 2025.

  • Edge Financial Advisors held 8,715 shares of JPMorgan Core Plus Bond ETF worth $413K as of Q4 2025.
  • Edge Financial Advisors bought 2,261 JPMorgan Core Plus Bond ETF shares in Q4 2025, an estimated $108K.
  • JPMorgan Core Plus Bond ETF made up 0.17% of Edge Financial Advisors's portfolio in Q4 2025, its #100 holding.
  • Edge Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 443 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.