Strategic Planning Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Strategic Planning Group’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	–	Sell	-41,380	Closed	-$1.95M	–	79
2025 Q2	$1.95M	Buy	41,380 +3,149	+8%	+$146K	0.32%	65
2025 Q1	$1.8M	Buy	38,231 +5,441	+17%	+$253K	0.35%	68
2024 Q4	$1.51M	Buy	32,790 +10,820	+49%	+$507K	0.28%	68
2024 Q3	$1.06M	Sell	21,970 -877	-4%	-$41.7K	0.21%	71
2024 Q2	$1.06M	Buy	22,847 +1,526	+7%	+$70.2K	0.23%	68
2024 Q1	$995K	Sell	21,321 -5,027	-19%	-$234K	0.25%	92
2023 Q4	$1.24M	Buy	+26,348	New	+$1.19M	0.41%	69

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

Strategic Planning Group's JCPB Position: Q3 2025 in Review

Strategic Planning Group sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2025, closing a stake of 41,380 shares — an estimated $1.95M sold.

Strategic Planning Group first reported a position in JCPB in Q4 2023 and held it in 7 quarters. The position peaked at $1.95M in Q2 2025. 387 funds tracked by Wall St. Rank hold JCPB as of Q3 2025.

Strategic Planning Group reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
Strategic Planning Group sold 41,380 JPMorgan Core Plus Bond ETF shares in Q3 2025, an estimated $1.95M.
Strategic Planning Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and held it in 7 quarters.
Strategic Planning Group's JPMorgan Core Plus Bond ETF position peaked at $1.95M in Q2 2025.
387 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2025.

Based on Strategic Planning Group's 13F filing for Q3 2025, filed 23 Oct 2025.