MOS
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MGO One Seven’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

MGO One Seven’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 		$245K Sell
5,211
-350
-6% -$16.6K ﹤0.01% 1237
2025
Q4 		$263K Sell
5,561
-819
-13% -$39K 0.01% 1168
2025
Q3 		$303K Buy
+6,380
New +$300K 0.01% 1027
2024
Q4 		– Sell
-11,858
Closed -$572K – 1100
2024
Q3 		$572K Buy
11,858
+2,644
+29% +$126K 0.02% 540
2024
Q2 		$427K Buy
9,214
+3,543
+62% +$163K 0.02% 623
2024
Q1 		$265K Sell
5,671
-1,650
-23% -$76.8K 0.01% 764
2023
Q4 		$345K Buy
+7,321
New +$331K 0.02% 664
2023
Q2 		– Sell
-113,928
Closed -$5.4M – 857
2023
Q1 		$5.4M Buy
+113,928
New +$5.35M 0.34% 68

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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