Envestnet Portfolio Solutions
JCPB icon

Envestnet Portfolio Solutions’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		– Sell
-9,843
Closed -$463K – 1522
2025
Q2 		$463K Sell
9,843
-11,351
-54% -$527K ﹤0.01% 1128
2025
Q1 		$997K Buy
21,194
+10,300
+95% +$479K ﹤0.01% 796
2024
Q4 		$502K Buy
10,894
+2,472
+29% +$116K ﹤0.01% 1241
2024
Q3 		$406K Buy
8,422
+698
+9% +$33.2K ﹤0.01% 1298
2024
Q2 		$358K Buy
7,724
+450
+6% +$20.7K ﹤0.01% 1280
2024
Q1 		$339K Buy
7,274
+1,179
+19% +$54.9K ﹤0.01% 1292
2023
Q4 		$287K Buy
6,095
+828
+16% +$37.4K ﹤0.01% 1320
2023
Q3 		$235K Buy
+5,267
New +$241K ﹤0.01% 1355

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return