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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 $15.4B 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 $8.89B AUM 25.87% 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 $1.47T 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