Northwestern Mutual Wealth Management
JCPB icon

Northwestern Mutual Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Northwestern Mutual Wealth Management’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 		$145M Buy
3,072,664
+236,893
+8% +$11.2M 0.09% 115
2025
Q4 		$134M Buy
2,835,771
+341,722
+14% +$16.3M 0.08% 117
2025
Q3 		$119M Buy
2,494,049
+833,135
+50% +$39.2M 0.08% 124
2025
Q2 		$78.2M Buy
1,660,914
+160,660
+11% +$7.46M 0.06% 163
2025
Q1 		$70.6M Buy
1,500,254
+641,309
+75% +$29.8M 0.06% 157
2024
Q4 		$39.6M Buy
858,945
+751,502
+699% +$35.2M 0.03% 243
2024
Q3 		$5.18M Buy
107,443
+90,498
+534% +$4.3M ﹤0.01% 611
2024
Q2 		$785K Buy
16,945
+2,461
+17% +$113K ﹤0.01% 1101
2024
Q1 		$676K Buy
14,484
+11,399
+369% +$530K ﹤0.01% 1143
2023
Q4 		$145K Buy
3,085
+3,047
+8,018% +$138K ﹤0.01% 1630
2023
Q3 		$1.7K Buy
+38
New +$1.74K ﹤0.01% 2977
2022
Q2 		– Sell
-16
Closed -$1K – 3320
2022
Q1 		$1K Buy
+16
New +$838 ﹤0.01% 2996
2021
Q2 		– Sell
-7
Closed – – 3094
2021
Q1 		$0 Buy
+7
New +$383 ﹤0.01% 2877

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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