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Gentry Private Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Gentry Private Wealth’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
2026
Q1 		$1.75M Buy
37,212
+12,937
+53% +$614K 1.06% 14
2025
Q4 		$1.15M Buy
24,275
+11,046
+83% +$526K 0.72% 20
2025
Q3 		$629K Sell
13,229
-6,128
-32% -$288K 0.44% 32
2025
Q2 		$911K Sell
19,357
-4,189
-18% -$195K 0.7% 18
2025
Q1 		$1.11M Sell
23,546
-3,124
-12% -$145K 0.91% 17
2024
Q4 		$1.23M Sell
26,670
-914
-3% -$42.8K 5.11% 8
2024
Q3 		$1.33M Buy
+27,584
New +$1.31M 1.09% 14

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return