HPC
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HM Payson & Co’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

HM Payson & Co’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
-110
Closed -$5.23K – 1175
2025
Q3 		$5.23K Buy
+110
New +$5.18K ﹤0.01% 945

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

HM Payson & Co's JCPB Position: Q4 2025 in Review

HM Payson & Co sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2025, closing a stake of 110 shares — an estimated $5.23K sold.

HM Payson & Co first reported a position in JCPB in Q3 2025 and held it in 1 quarter. The position peaked at $5.23K in Q3 2025. 443 funds tracked by Wall St. Rank hold JCPB as of Q4 2025.

  • HM Payson & Co reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
  • HM Payson & Co sold 110 JPMorgan Core Plus Bond ETF shares in Q4 2025, an estimated $5.23K.
  • HM Payson & Co first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and held it in 1 quarter.
  • HM Payson & Co's JPMorgan Core Plus Bond ETF position peaked at $5.23K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.