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JCPB icon

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

ORG 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
Q4 		$1.31M Buy
27,606
+2,993
+12% +$142K 0.23% 96
2025
Q3 		$1.17M Buy
24,613
+10,344
+72% +$487K 0.21% 98
2025
Q2 		$668K Buy
+14,269
New +$663K 0.14% 134

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $8.89B AUM 25.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

ORG Partners's JCPB Position: Q4 2025 in Review

ORG Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 12% in Q4 2025, buying an estimated $142K and bringing the position to 27,606 shares worth $1.31M. The position accounts for 0.23% of the portfolio, ranked #96.

ORG Partners first reported a position in JCPB in Q2 2025 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold JCPB as of Q4 2025.

  • ORG Partners held 27,606 shares of JPMorgan Core Plus Bond ETF worth $1.31M as of Q4 2025.
  • ORG Partners bought 2,993 JPMorgan Core Plus Bond ETF shares in Q4 2025, an estimated $142K.
  • JPMorgan Core Plus Bond ETF made up 0.23% of ORG Partners's portfolio in Q4 2025, its #96 holding.
  • ORG Partners first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 440 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.