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FRG Family Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

FRG Family Wealth 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
Q3 		– Sell
-9,100
Closed -$428K – 159
2025
Q2 		$428K Sell
9,100
-2,100
-19% -$97.5K 0.07% 110
2025
Q1 		$527K Sell
11,200
-17,925
-62% -$834K 0.1% 104
2024
Q4 		$1.34M Buy
29,125
+7,925
+37% +$372K 0.24% 64
2024
Q3 		$1.02M Buy
+21,200
New +$1.01M 0.18% 82

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B 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 $1.56T 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

FRG Family Wealth Advisors's JCPB Position: Q3 2025 in Review

FRG Family Wealth Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2025, closing a stake of 9,100 shares — an estimated $428K sold.

FRG Family Wealth Advisors first reported a position in JCPB in Q3 2024 and held it in 4 quarters. The position peaked at $1.34M in Q4 2024. 387 funds tracked by Wall St. Rank hold JCPB as of Q3 2025.

  • FRG Family Wealth Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 9,100 JPMorgan Core Plus Bond ETF shares in Q3 2025, an estimated $428K.
  • FRG Family Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and held it in 4 quarters.
  • FRG Family Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $1.34M in Q4 2024.
  • 387 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2025.

Based on FRG Family Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.