Jones Financial Companies
JCPB icon

Jones Financial Companies’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Jones Financial Companies’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
2026
Q1 		$43.9M Buy
939,980
+238,787
+34% +$11.3M 0.02% 384
2025
Q4 		$33.2M Buy
701,193
+217,513
+45% +$10.3M 0.02% 243
2025
Q3 		$22.9M Buy
483,680
+127,110
+36% +$5.98M 0.02% 267
2025
Q2 		$16.7M Buy
356,570
+139,290
+64% +$6.47M 0.01% 290
2025
Q1 		$10.2M Buy
217,280
+33,357
+18% +$1.55M 0.01% 312
2024
Q4 		$8.47M Buy
183,923
+45,342
+33% +$2.13M 0.01% 284
2024
Q3 		$6.7M Buy
138,581
+56,246
+68% +$2.67M 0.01% 257
2024
Q2 		$3.81M Buy
82,335
+38,630
+88% +$1.78M ﹤0.01% 236
2024
Q1 		$2.04M Buy
+43,705
New +$2.03M ﹤0.01% 192

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Raymond James Financial
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Betterment LLC
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FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return