IMS Capital Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

IMS Capital Management’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 Q3	$1.02M	Hold	21,490	–	–	0.47%	58
2025 Q2	$1.01M	Buy	21,490 +720	+3%	+$33.4K	0.47%	55
2025 Q1	$977K	Buy	20,770 +1,100	+6%	+$51.2K	0.49%	58
2024 Q4	$906K	Hold	19,670	–	–	0.42%	62
2024 Q3	$949K	Hold	19,670	–	–	0.43%	62
2024 Q2	$942K	Sell	19,670 -369	-2%	-$17K	0.44%	61
2024 Q1	$935K	Hold	20,039	–	–	0.43%	59
2023 Q4	$944K	Buy	20,039 +2,900	+17%	+$131K	0.46%	56
2023 Q3	$766K	Sell	17,139 -241	-1%	-$11K	0.46%	55
2023 Q2	$810K	Hold	17,380	–	–	0.45%	57
2023 Q1	$824K	Hold	17,380	–	–	0.49%	59
2022 Q4	$798K	Hold	17,380	–	–	0.51%	63
2022 Q3	$797K	Buy	17,380 +10	+0.1%	+$480	0.55%	54
2022 Q2	$834K	Sell	17,370 -1,400	-7%	-$68.3K	0.54%	56
2022 Q1	$959K	Buy	18,770 +250	+1%	+$13.1K	0.51%	55
2021 Q4	$1M	Buy	+18,520	New	+$1.01M	0.52%	54

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

IMS Capital Management's JCPB Position: Q3 2025 in Review

IMS Capital Management held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q3 2025 at 21,490 shares worth $1.02M. The position accounts for 0.47% of the portfolio, ranked #58.

IMS Capital Management first reported a position in JCPB in Q4 2021 and has held it in 16 quarters since. 387 funds tracked by Wall St. Rank hold JCPB as of Q3 2025.

IMS Capital Management held 21,490 shares of JPMorgan Core Plus Bond ETF worth $1.02M as of Q3 2025.
IMS Capital Management left its JPMorgan Core Plus Bond ETF share count unchanged in Q3 2025.
JPMorgan Core Plus Bond ETF made up 0.47% of IMS Capital Management's portfolio in Q3 2025, its #58 holding.
IMS Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2021 and has held it in 16 quarters since.
387 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.