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Orion Portfolio Solutions’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.42M Sell
30,107
-5,741
-16% -$267K 0.01% 894
2024
Q4 		$1.65M Buy
35,848
+7,327
+26% +$343K 0.02% 789
2024
Q3 		$1.38M Buy
+28,521
New +$1.35M 0.01% 878

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Orion Portfolio Solutions's JCPB Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 16% in Q1 2025, selling an estimated $267K and leaving 30,107 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #894.

Orion Portfolio Solutions first reported a position in JCPB in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.65M in Q4 2024. 347 funds tracked by Wall St. Rank hold JCPB as of Q1 2025.

  • Orion Portfolio Solutions held 30,107 shares of JPMorgan Core Plus Bond ETF worth $1.42M as of Q1 2025.
  • Orion Portfolio Solutions sold 5,741 JPMorgan Core Plus Bond ETF shares in Q1 2025, an estimated $267K.
  • JPMorgan Core Plus Bond ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #894 holding.
  • Orion Portfolio Solutions first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Orion Portfolio Solutions's JPMorgan Core Plus Bond ETF position peaked at $1.65M in Q4 2024.
  • 347 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.