JP Morgan Chase
CPLB

JP Morgan Chase’s NYLI MacKay Core Plus Bond ETF CPLB Stock Holding History

JP Morgan Chase’s Portfolio CPLB Stock Details CPLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,453
Closed -$73.8K – 7884
2025
Q3 		$73.8K Buy
+3,453
New +$73.3K ﹤0.01% 6069
2023
Q2 		– Sell
-4
Closed – – 7401
2023
Q1 		$0 Hold
4
– – ﹤0.01% 7314
2022
Q4 		$0 Hold
4
– – ﹤0.01% 7076
2022
Q3 		$0 Buy
+4
New +$87 ﹤0.01% 6925

Other funds holding CPLB

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

JP Morgan Chase's CPLB Position: Q4 2025 in Review

JP Morgan Chase sold out of NYLI MacKay Core Plus Bond ETF (CPLB) in Q4 2025, closing a stake of 3,453 shares — an estimated $73.8K sold.

JP Morgan Chase first reported a position in CPLB in Q3 2022 and held it in 4 quarters. The position peaked at $73.8K in Q3 2025. 12 funds tracked by Wall St. Rank hold CPLB as of Q4 2025.

  • JP Morgan Chase reported no remaining NYLI MacKay Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 3,453 NYLI MacKay Core Plus Bond ETF shares in Q4 2025, an estimated $73.8K.
  • JP Morgan Chase first reported a position in NYLI MacKay Core Plus Bond ETF in Q3 2022 and held it in 4 quarters.
  • JP Morgan Chase's NYLI MacKay Core Plus Bond ETF position peaked at $73.8K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held NYLI MacKay Core Plus Bond ETF as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.