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

Friday Financial’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
-5,952
Closed -$283K – 91
2025
Q3 		$283K Buy
+5,952
New +$280K 0.12% 81

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $10.6B AUM 34.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Friday Financial's JCPB Position: Q4 2025 in Review

Friday Financial sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2025, closing a stake of 5,952 shares — an estimated $283K sold.

Friday Financial first reported a position in JCPB in Q3 2025 and held it in 1 quarter. The position peaked at $283K in Q3 2025. 440 funds tracked by Wall St. Rank hold JCPB as of Q4 2025.

  • Friday Financial reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Friday Financial sold 5,952 JPMorgan Core Plus Bond ETF shares in Q4 2025, an estimated $283K.
  • Friday Financial first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and held it in 1 quarter.
  • Friday Financial's JPMorgan Core Plus Bond ETF position peaked at $283K in Q3 2025.
  • 440 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2025.

Based on Friday Financial's 13F filing for Q4 2025, filed 9 Jan 2026.