McCarthy & Cox’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

McCarthy & Cox’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	$651K	Sell	13,752 -618,081	-98%	-$29.4M	7.89%	3
2025 Q3	$30M	Buy	631,833 +23,612	+4%	+$1.11M	6.85%	4
2025 Q2	$28.6M	Buy	608,221 +24,430	+4%	+$1.13M	7.5%	4
2025 Q1	$27.5M	Buy	583,791 +16,163	+3%	+$752K	11.96%	2
2024 Q4	$26.2M	Sell	567,628 -37,639	-6%	-$1.76M	9.08%	2
2024 Q3	$29.2M	Buy	605,267 +154,831	+34%	+$7.35M	11.19%	1
2024 Q2	$20.9M	Buy	450,436 +10,373	+2%	+$477K	8.01%	1
2024 Q1	$20.5M	Buy	+440,063	New	+$20.5M	7.75%	1

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

McCarthy & Cox's JCPB Position: Q4 2025 in Review

McCarthy & Cox reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 98% in Q4 2025, selling an estimated $29.4M and leaving 13,752 shares worth $651K. The position accounts for 7.89% of the portfolio, ranked #3.

McCarthy & Cox first reported a position in JCPB in Q1 2024 and has held it in 8 quarters since. The position peaked at $30M in Q3 2025. 443 funds tracked by Wall St. Rank hold JCPB as of Q4 2025.

McCarthy & Cox held 13,752 shares of JPMorgan Core Plus Bond ETF worth $651K as of Q4 2025.
McCarthy & Cox sold 618,081 JPMorgan Core Plus Bond ETF shares in Q4 2025, an estimated $29.4M.
JPMorgan Core Plus Bond ETF made up 7.89% of McCarthy & Cox's portfolio in Q4 2025, its #3 holding.
McCarthy & Cox first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 8 quarters since.
McCarthy & Cox's JPMorgan Core Plus Bond ETF position peaked at $30M in Q3 2025.
443 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.