TownSquare Capital’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

TownSquare Capital’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	-5,648	Closed	-$266K	–	500
2025 Q2	$266K	Sell	5,648 -93,593	-94%	-$4.35M	0.03%	511
2025 Q1	$4.67M	Buy	99,241 +3,852	+4%	+$179K	0.05%	338
2024 Q4	$4.39M	Sell	95,389 -8,801	-8%	-$413K	0.05%	345
2024 Q3	$5.03M	Buy	+104,190	New	+$4.95M	0.06%	298
2024 Q1	–	Sell	-18,157	Closed	-$855K	–	1269
2023 Q4	$855K	Buy	+18,157	New	+$820K	0.01%	643
2023 Q1	–	Sell	-21,412	Closed	-$983K	–	1010
2022 Q4	$983K	Buy	+21,412	New	+$983K	0.02%	461

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TownSquare Capital's JCPB Position: Q3 2025 in Review

TownSquare Capital sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2025, closing a stake of 5,648 shares — an estimated $266K sold.

TownSquare Capital first reported a position in JCPB in Q4 2022 and held it in 6 quarters. The position peaked at $5.03M in Q3 2024. 388 funds tracked by Wall St. Rank hold JCPB as of Q3 2025.

TownSquare Capital reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
TownSquare Capital sold 5,648 JPMorgan Core Plus Bond ETF shares in Q3 2025, an estimated $266K.
TownSquare Capital first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and held it in 6 quarters.
TownSquare Capital's JPMorgan Core Plus Bond ETF position peaked at $5.03M in Q3 2024.
388 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2025.

Based on TownSquare Capital's 13F filing for Q3 2025, filed 3 Nov 2025.