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 $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

Gladstone Institutional Advisory's JCPB Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2025, closing a stake of 6,701 shares — an estimated $319K sold.

Gladstone Institutional Advisory first reported a position in JCPB in Q4 2023 and held it in 8 quarters. The position peaked at $398K in Q1 2024. 443 funds tracked by Wall St. Rank hold JCPB as of Q4 2025.

Gladstone Institutional Advisory reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 6,701 JPMorgan Core Plus Bond ETF shares in Q4 2025, an estimated $319K.
Gladstone Institutional Advisory first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and held it in 8 quarters.
Gladstone Institutional Advisory's JPMorgan Core Plus Bond ETF position peaked at $398K in Q1 2024.
443 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.