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O'Shaughnessy Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

O'Shaughnessy Asset 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
2025
Q3 		– Sell
-1
Closed -$47 – 2607
2025
Q2 		$47 Buy
+1
New +$46 ﹤0.01% 2349

Other funds holding JCPB

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Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $104B AUM 28.3% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

O'Shaughnessy Asset Management's JCPB Position: Q3 2025 in Review

O'Shaughnessy Asset Management sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2025, closing a stake of 1 share — an estimated $47 sold.

O'Shaughnessy Asset Management first reported a position in JCPB in Q2 2025 and held it in 1 quarter. The position peaked at $47 in Q2 2025. 388 funds tracked by Wall St. Rank hold JCPB as of Q3 2025.

  • O'Shaughnessy Asset Management reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 1 JPMorgan Core Plus Bond ETF share in Q3 2025, an estimated $47.
  • O'Shaughnessy Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's JPMorgan Core Plus Bond ETF position peaked at $47 in Q2 2025.
  • 388 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.