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

Janney 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 Q4	$13.2M	Sell	278,201 -1,299	-0.5%	-$61.8K	0.83%	39
2025 Q3	$13.3M	Sell	279,500 -532	-0.2%	-$25K	0.83%	44
2025 Q2	$13.2M	Sell	280,032 -5,349	-2%	-$248K	0.85%	42
2025 Q1	$13.4M	Sell	285,381 -5,162	-2%	-$240K	0.92%	33
2024 Q4	$13.4M	Sell	290,543 -8,730	-3%	-$409K	0.89%	41
2024 Q3	$14.4M	Sell	299,273 -5,532	-2%	-$263K	0.97%	38
2024 Q2	$14.1M	Sell	304,805 -836	-0.3%	-$38.4K	1%	31
2024 Q1	$14.3M	Sell	305,641 -10,727	-3%	-$499K	0.95%	32
2023 Q4	$14.9M	Buy	316,368 +77,196	+32%	+$3.49M	1%	29
2023 Q3	$10.7M	Sell	239,172 -8,053	-3%	-$369K	0.82%	48
2023 Q2	$11.5M	Sell	247,225 -4,743	-2%	-$223K	0.8%	52
2023 Q1	$11.9M	Buy	+251,968	New	+$11.8M	0.9%	44

Other funds holding JCPB

HWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Janney Capital Management's JCPB Position: Q4 2025 in Review

Janney Capital Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.46% in Q4 2025, selling an estimated $61.8K and leaving 278,201 shares worth $13.2M. The position accounts for 0.83% of the portfolio, ranked #39.

Janney Capital Management first reported a position in JCPB in Q1 2023 and has held it in 12 quarters since. The position peaked at $14.9M in Q4 2023. 443 funds tracked by Wall St. Rank hold JCPB as of Q4 2025.

Janney Capital Management held 278,201 shares of JPMorgan Core Plus Bond ETF worth $13.2M as of Q4 2025.
Janney Capital Management sold 1,299 JPMorgan Core Plus Bond ETF shares in Q4 2025, an estimated $61.8K.
JPMorgan Core Plus Bond ETF made up 0.83% of Janney Capital Management's portfolio in Q4 2025, its #39 holding.
Janney Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 12 quarters since.
Janney Capital Management's JPMorgan Core Plus Bond ETF position peaked at $14.9M in Q4 2023.
443 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.