GRP
JCPB icon

Global Retirement Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Global Retirement Partners’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 		$1.74M Buy
36,670
+891
+2% +$42.4K 0.03% 469
2025
Q3 		$1.7M Sell
35,779
-1,786
-5% -$84.1K 0.04% 397
2025
Q2 		$1.77M Buy
+37,565
New +$1.74M 0.04% 370
2024
Q4 		$3.12M Buy
67,668
+8,429
+14% +$395K 0.09% 216
2024
Q3 		$2.86M Buy
59,239
+27,227
+85% +$1.29M 0.09% 224
2024
Q2 		$1.48M Buy
32,012
+9,556
+43% +$439K 0.05% 335
2024
Q1 		$1.05M Buy
22,456
+14,716
+190% +$685K 0.04% 351
2023
Q4 		$362K Buy
7,740
+4,354
+129% +$197K 0.02% 565
2023
Q3 		$149K Buy
3,386
+2,886
+577% +$132K 0.01% 783
2023
Q2 		$23.3K Buy
+500
New +$23.5K ﹤0.01% 1615

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