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NorthRock Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

NorthRock Partners’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 		– Sell
-391
Closed -$18.4K – 819
2025
Q1 		$18.4K Buy
+391
New +$18.2K ﹤0.01% 747

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 $8.89B AUM 25.87% 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

NorthRock Partners's JCPB Position: Q2 2025 in Review

NorthRock Partners sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2025, closing a stake of 391 shares — an estimated $18.4K sold.

NorthRock Partners first reported a position in JCPB in Q1 2025 and held it in 1 quarter. The position peaked at $18.4K in Q1 2025. 369 funds tracked by Wall St. Rank hold JCPB as of Q2 2025.

  • NorthRock Partners reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 391 JPMorgan Core Plus Bond ETF shares in Q2 2025, an estimated $18.4K.
  • NorthRock Partners first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and held it in 1 quarter.
  • NorthRock Partners's JPMorgan Core Plus Bond ETF position peaked at $18.4K in Q1 2025.
  • 369 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.