Parkworth Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Parkworth Wealth 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 Q2	$28.9K	Buy	+615	New	+$28.6K	0.02%	117

Other funds holding JCPB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 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

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

Parkworth Wealth Management's JCPB Position: Q2 2025 in Review

Parkworth Wealth Management opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2025: 615 shares worth $28.9K. The stake represents 0.02% of the portfolio and ranks #117 among its holdings.

369 funds tracked by Wall St. Rank hold JCPB as of Q2 2025.

Parkworth Wealth Management held 615 shares of JPMorgan Core Plus Bond ETF worth $28.9K as of Q2 2025.
JPMorgan Core Plus Bond ETF was a new Parkworth Wealth Management position in Q2 2025.
JPMorgan Core Plus Bond ETF made up 0.02% of Parkworth Wealth Management's portfolio in Q2 2025, its #117 holding.
369 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.