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SPC Financial Inc’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

SPC Financial Inc’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 		$27.7M Buy
582,182
+16,174
+3% +$761K 2.16% 13
2025
Q2 		$26.6M Buy
566,008
+5,393
+1% +$251K 2.23% 11
2025
Q1 		$26.4M Buy
560,615
+27,644
+5% +$1.29M 2.32% 10
2024
Q4 		$24.6M Buy
532,971
+16,497
+3% +$773K 2.14% 11
2024
Q3 		$24.9M Sell
516,474
-12,345
-2% -$586K 2.19% 11
2024
Q2 		$24.5M Buy
528,819
+13,884
+3% +$638K 2.27% 11
2024
Q1 		$24M Buy
514,935
+13,138
+3% +$611K 2.26% 13
2023
Q4 		$23.6M Buy
+501,797
New +$22.7M 2.41% 12

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SPC Financial Inc's JCPB Position: Q3 2025 in Review

SPC Financial Inc increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.9% in Q3 2025, buying an estimated $761K and bringing the position to 582,182 shares worth $27.7M. The position accounts for 2.16% of the portfolio, ranked #13.

SPC Financial Inc first reported a position in JCPB in Q4 2023 and has held it in 8 quarters since. 387 funds tracked by Wall St. Rank hold JCPB as of Q3 2025.

  • SPC Financial Inc held 582,182 shares of JPMorgan Core Plus Bond ETF worth $27.7M as of Q3 2025.
  • SPC Financial Inc bought 16,174 JPMorgan Core Plus Bond ETF shares in Q3 2025, an estimated $761K.
  • JPMorgan Core Plus Bond ETF made up 2.16% of SPC Financial Inc's portfolio in Q3 2025, its #13 holding.
  • SPC Financial Inc first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • 387 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.