PFG Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

PFG 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 Q4	–	Sell	-7,857	Closed	-$374K	–	821
2025 Q3	$374K	Buy	7,857 +72	+0.9%	+$3.39K	0.02%	626
2025 Q2	$366K	Buy	+7,785	New	+$362K	0.02%	480
2024 Q1	–	Sell	-4,787	Closed	-$225K	–	652
2023 Q4	$225K	Sell	4,787 -36	-0.7%	-$1.63K	0.02%	564
2023 Q3	$215K	Sell	4,823 -893	-16%	-$40.9K	0.02%	560
2023 Q2	$266K	Sell	5,716 -414	-7%	-$19.5K	0.02%	551
2023 Q1	$291K	Buy	6,130 +561	+10%	+$26.3K	0.02%	501
2022 Q4	$256K	Buy	5,569 +719	+15%	+$33K	0.03%	479
2022 Q3	$223K	Buy	+4,850	New	+$233K	0.03%	475

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

PFG Advisors's JCPB Position: Q4 2025 in Review

PFG Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2025, closing a stake of 7,857 shares — an estimated $374K sold.

PFG Advisors first reported a position in JCPB in Q3 2022 and held it in 8 quarters. The position peaked at $374K in Q3 2025. 443 funds tracked by Wall St. Rank hold JCPB as of Q4 2025.

PFG Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
PFG Advisors sold 7,857 JPMorgan Core Plus Bond ETF shares in Q4 2025, an estimated $374K.
PFG Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2022 and held it in 8 quarters.
PFG Advisors's JPMorgan Core Plus Bond ETF position peaked at $374K in Q3 2025.
443 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2025.

Based on PFG Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.