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Journey Strategic Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Journey Strategic Wealth’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 		– Sell
-18,337
Closed -$863K – 745
2025
Q2 		$863K Sell
18,337
-1,338
-7% -$62.2K 0.03% 193
2025
Q1 		$926K Sell
19,675
-11,700
-37% -$544K 0.03% 141
2024
Q4 		$1.45M Sell
31,375
-15,196
-33% -$712K 0.05% 90
2024
Q3 		$2.25M Buy
+46,571
New +$2.21M 0.08% 65

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Journey Strategic Wealth's JCPB Position: Q3 2025 in Review

Journey Strategic Wealth sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2025, closing a stake of 18,337 shares — an estimated $863K sold.

Journey Strategic Wealth first reported a position in JCPB in Q3 2024 and held it in 4 quarters. The position peaked at $2.25M in Q3 2024. 388 funds tracked by Wall St. Rank hold JCPB as of Q3 2025.

  • Journey Strategic Wealth reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 18,337 JPMorgan Core Plus Bond ETF shares in Q3 2025, an estimated $863K.
  • Journey Strategic Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and held it in 4 quarters.
  • Journey Strategic Wealth's JPMorgan Core Plus Bond ETF position peaked at $2.25M in Q3 2024.
  • 388 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.