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Oarsman Capital’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Oarsman Capital’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
Q3 		– Sell
-46,123
Closed -$2.17M – 262
2025
Q2 		$2.17M Buy
46,123
+1,074
+2% +$49.9K 0.34% 56
2025
Q1 		$2.12M Sell
45,049
-22,246
-33% -$1.03M 0.38% 55
2024
Q4 		$3.1M Buy
67,295
+766
+1% +$35.9K 0.54% 32
2024
Q3 		$3.21M Sell
66,529
-4,745
-7% -$225K 0.59% 32
2024
Q2 		$3.3M Sell
71,274
-44,597
-38% -$2.05M 0.72% 29
2024
Q1 		$5.4M Sell
115,871
-23,758
-17% -$1.11M 1.29% 18
2023
Q4 		$6.57M Buy
+139,629
New +$6.3M 1.74% 15

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Oarsman Capital's JCPB Position: Q3 2025 in Review

Oarsman Capital sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2025, closing a stake of 46,123 shares — an estimated $2.17M sold.

Oarsman Capital first reported a position in JCPB in Q4 2023 and held it in 7 quarters. The position peaked at $6.57M in Q4 2023. 387 funds tracked by Wall St. Rank hold JCPB as of Q3 2025.

  • Oarsman Capital reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Oarsman Capital sold 46,123 JPMorgan Core Plus Bond ETF shares in Q3 2025, an estimated $2.17M.
  • Oarsman Capital first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and held it in 7 quarters.
  • Oarsman Capital's JPMorgan Core Plus Bond ETF position peaked at $6.57M in Q4 2023.
  • 387 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2025.

Based on Oarsman Capital's 13F filing for Q3 2025, filed 21 Nov 2025.