Fortis Group Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Fortis Group 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	–	Sell	-5,598	Closed	-$267K	–	587
2025 Q3	$267K	Sell	5,598 -5,035	-47%	-$237K	0.05%	205
2025 Q2	$498K	Buy	10,633 +3,467	+48%	+$161K	0.09%	157
2025 Q1	$337K	Buy	7,166 +2,048	+40%	+$95.2K	0.07%	155
2024 Q4	$236K	Buy	+5,118	New	+$240K	0.04%	177

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Fortis Group Advisors's JCPB Position: Q4 2025 in Review

Fortis Group Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2025, closing a stake of 5,598 shares — an estimated $267K sold.

Fortis Group Advisors first reported a position in JCPB in Q4 2024 and held it in 4 quarters. The position peaked at $498K in Q2 2025. 443 funds tracked by Wall St. Rank hold JCPB as of Q4 2025.

Fortis Group Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
Fortis Group Advisors sold 5,598 JPMorgan Core Plus Bond ETF shares in Q4 2025, an estimated $267K.
Fortis Group Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and held it in 4 quarters.
Fortis Group Advisors's JPMorgan Core Plus Bond ETF position peaked at $498K in Q2 2025.
443 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2025.

Based on Fortis Group Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.