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

Old Mission 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 Q4	–	Sell	-121,526	Closed	-$5.78M	–	1170
2025 Q3	$5.78M	Buy	121,526 +31,965	+36%	+$1.5M	0.12%	105
2025 Q2	$4.21M	Buy	89,561 +76,582	+590%	+$3.56M	0.07%	129
2025 Q1	$611K	Buy	+12,979	New	+$604K	0.01%	537
2024 Q4	–	Sell	-10,421	Closed	-$503K	–	1072
2024 Q3	$503K	Buy	+10,421	New	+$495K	0.01%	742
2024 Q1	–	Sell	-139,425	Closed	-$6.56M	–	1483
2023 Q4	$6.56M	Buy	+139,425	New	+$6.3M	0.12%	144
2023 Q3	–	Sell	-33,844	Closed	-$1.58M	–	1448
2023 Q2	$1.58M	Sell	33,844 -55,279	-62%	-$2.6M	0.03%	341
2023 Q1	$4.22M	Sell	89,123 -1,393	-2%	-$65.4K	0.08%	155
2022 Q4	$4.16M	Buy	+90,516	New	+$4.16M	0.12%	176
2021 Q2	–	Sell	-28,772	Closed	-$1.55M	–	1139
2021 Q1	$1.55M	Buy	+28,772	New	+$1.58M	0.09%	264

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

Old Mission Capital's JCPB Position: Q4 2025 in Review

Old Mission Capital sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2025, closing a stake of 121,526 shares — an estimated $5.78M sold.

Old Mission Capital first reported a position in JCPB in Q1 2021 and held it in 9 quarters. The position peaked at $6.56M in Q4 2023. 443 funds tracked by Wall St. Rank hold JCPB as of Q4 2025.

Old Mission Capital reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
Old Mission Capital sold 121,526 JPMorgan Core Plus Bond ETF shares in Q4 2025, an estimated $5.78M.
Old Mission Capital first reported a position in JPMorgan Core Plus Bond ETF in Q1 2021 and held it in 9 quarters.
Old Mission Capital's JPMorgan Core Plus Bond ETF position peaked at $6.56M in Q4 2023.
443 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.