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GWN Securities’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

GWN Securities’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
-4,730
Closed -$225K – 457
2025
Q3 		$225K Sell
4,730
-3,355
-41% -$158K 0.05% 340
2025
Q2 		$381K Sell
8,085
-3,943
-33% -$183K 0.07% 257
2025
Q1 		$566K Buy
+12,028
New +$559K 0.03% 431

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

GWN Securities's JCPB Position: Q4 2025 in Review

GWN Securities sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2025, closing a stake of 4,730 shares — an estimated $225K sold.

GWN Securities first reported a position in JCPB in Q1 2025 and held it in 3 quarters. The position peaked at $566K in Q1 2025. 443 funds tracked by Wall St. Rank hold JCPB as of Q4 2025.

  • GWN Securities reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
  • GWN Securities sold 4,730 JPMorgan Core Plus Bond ETF shares in Q4 2025, an estimated $225K.
  • GWN Securities first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and held it in 3 quarters.
  • GWN Securities's JPMorgan Core Plus Bond ETF position peaked at $566K in Q1 2025.
  • 443 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2025.

Based on GWN Securities's 13F filing for Q4 2025, filed 11 Feb 2026.