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Legacy Investment Solutions’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Legacy Investment Solutions’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
Q2 		$2.21M Buy
+46,989
New +$2.18M 1.15% 19
2024
Q4 		$3.16M Sell
68,216
-7,175
-10% -$336K 2.02% 17
2024
Q3 		$3.5M Buy
+75,391
New +$3.58M 2.04% 15

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 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 $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Legacy Investment Solutions's JCPB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2025: 46,989 shares worth $2.21M. The stake represents 1.15% of the portfolio and ranks #19 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in JCPB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in JCPB in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.5M in Q3 2024. 369 funds tracked by Wall St. Rank hold JCPB as of Q2 2025.

  • Legacy Investment Solutions held 46,989 shares of JPMorgan Core Plus Bond ETF worth $2.21M as of Q2 2025.
  • JPMorgan Core Plus Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • JPMorgan Core Plus Bond ETF made up 1.15% of Legacy Investment Solutions's portfolio in Q2 2025, its #19 holding.
  • Legacy Investment Solutions first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's JPMorgan Core Plus Bond ETF position peaked at $3.5M in Q3 2024.
  • 369 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.