GIA
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Gladstone Institutional Advisory’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Gladstone Institutional Advisory’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
-6,701
Closed -$319K – 822
2025
Q3 		$319K Sell
6,701
-451
-6% -$21.2K 0.01% 628
2025
Q2 		$337K Sell
7,152
-1
-0% -$46 0.01% 585
2025
Q1 		$336K Sell
7,153
-550
-7% -$25.6K 0.02% 559
2024
Q4 		$355K Sell
7,703
-120
-2% -$5.63K 0.02% 550
2024
Q3 		$377K Buy
7,823
+60
+0.8% +$2.85K 0.02% 520
2024
Q2 		$360K Sell
7,763
-770
-9% -$35.4K 0.02% 499
2024
Q1 		$398K Buy
8,533
+2,553
+43% +$119K 0.02% 466
2023
Q4 		$282K Buy
+5,980
New +$270K 0.02% 538

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
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
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 $1.47T 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