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Private Wealth Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Private Wealth Partners’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 		– Sell
-6,325
Closed -$298K – 180
2025
Q1 		$298K Buy
+6,325
New +$294K 0.02% 142
2024
Q1 		– Sell
-4,725
Closed -$222K – 169
2023
Q4 		$222K Hold
4,725
– – 0.02% 156
2023
Q3 		$211K Hold
4,725
– – 0.02% 150
2023
Q2 		$220K Buy
+4,725
New +$222K 0.02% 151

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.81T 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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 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
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

Private Wealth Partners's JCPB Position: Q2 2025 in Review

Private Wealth Partners sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2025, closing a stake of 6,325 shares — an estimated $298K sold.

Private Wealth Partners first reported a position in JCPB in Q2 2023 and held it in 4 quarters. The position peaked at $298K in Q1 2025. 370 funds tracked by Wall St. Rank hold JCPB as of Q2 2025.

  • Private Wealth Partners reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Partners sold 6,325 JPMorgan Core Plus Bond ETF shares in Q2 2025, an estimated $298K.
  • Private Wealth Partners first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and held it in 4 quarters.
  • Private Wealth Partners's JPMorgan Core Plus Bond ETF position peaked at $298K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2025.

Based on Private Wealth Partners's 13F filing for Q2 2025, filed 1 Aug 2025.