Palo Alto Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Palo Alto Wealth Advisors’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	$374K	Sell	7,867 -7,296	-48%	-$343K	0.11%	46
2025 Q2	$714K	Sell	15,163 -1,258	-8%	-$58.4K	0.27%	27
2025 Q1	$758K	Sell	16,421 -440	-3%	-$20.5K	0.3%	24
2024 Q4	$780K	Buy	16,861 +5,443	+48%	+$255K	0.27%	22
2024 Q3	$537K	Buy	11,418 +3,030	+36%	+$144K	0.22%	27
2024 Q2	$389K	Sell	8,388 -2,684	-24%	-$123K	0.27%	31
2024 Q1	$516K	Buy	11,072 +1,427	+15%	+$66.4K	0.36%	25
2023 Q4	$456K	Buy	9,645 +3,255	+51%	+$147K	0.34%	28
2023 Q3	$285K	Buy	6,390 +2,000	+46%	+$91.5K	0.24%	34
2023 Q2	$204K	Buy	+4,390	New	+$206K	0.16%	38

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Palo Alto Wealth Advisors's JCPB Position: Q3 2025 in Review

Palo Alto Wealth Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 48% in Q3 2025, selling an estimated $343K and leaving 7,867 shares worth $374K. The position accounts for 0.11% of the portfolio, ranked #46.

Palo Alto Wealth Advisors first reported a position in JCPB in Q2 2023 and has held it in 10 quarters since. The position peaked at $780K in Q4 2024. 387 funds tracked by Wall St. Rank hold JCPB as of Q3 2025.

Palo Alto Wealth Advisors held 7,867 shares of JPMorgan Core Plus Bond ETF worth $374K as of Q3 2025.
Palo Alto Wealth Advisors sold 7,296 JPMorgan Core Plus Bond ETF shares in Q3 2025, an estimated $343K.
JPMorgan Core Plus Bond ETF made up 0.11% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #46 holding.
Palo Alto Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 10 quarters since.
Palo Alto Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $780K in Q4 2024.
387 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.