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GoalVest Advisory’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

GoalVest 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
-696
Closed -$33.1K – 537
2025
Q3 		$33.1K Buy
+696
New +$32.8K 0.01% 256

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GoalVest Advisory's JCPB Position: Q4 2025 in Review

GoalVest Advisory sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2025, closing a stake of 696 shares — an estimated $33.1K sold.

GoalVest Advisory first reported a position in JCPB in Q3 2025 and held it in 1 quarter. The position peaked at $33.1K in Q3 2025. 443 funds tracked by Wall St. Rank hold JCPB as of Q4 2025.

  • GoalVest Advisory reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 696 JPMorgan Core Plus Bond ETF shares in Q4 2025, an estimated $33.1K.
  • GoalVest Advisory first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and held it in 1 quarter.
  • GoalVest Advisory's JPMorgan Core Plus Bond ETF position peaked at $33.1K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.