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TrueMark Investments’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

TrueMark Investments’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
-15,437
Closed -$726K – 181
2025
Q1 		$726K Buy
+15,437
New +$718K 0.19% 101
2024
Q4 		– Sell
-6,956
Closed -$336K – 212
2024
Q3 		$336K Buy
+6,956
New +$330K 0.11% 158

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

TrueMark Investments's JCPB Position: Q2 2025 in Review

TrueMark Investments sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2025, closing a stake of 15,437 shares — an estimated $726K sold.

TrueMark Investments first reported a position in JCPB in Q3 2024 and held it in 2 quarters. The position peaked at $726K in Q1 2025. 370 funds tracked by Wall St. Rank hold JCPB as of Q2 2025.

  • TrueMark Investments reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2025 after selling out during the quarter.
  • TrueMark Investments sold 15,437 JPMorgan Core Plus Bond ETF shares in Q2 2025, an estimated $726K.
  • TrueMark Investments first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and held it in 2 quarters.
  • TrueMark Investments's JPMorgan Core Plus Bond ETF position peaked at $726K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2025.

Based on TrueMark Investments's 13F filing for Q2 2025, filed 29 Jul 2025.