von Borstel & Associates’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

von Borstel & Associates’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 Q4	–	Sell	-29,791	Closed	-$1.41M	–	94
2025 Q3	$1.41M	Buy	+29,791	New	+$1.4M	0.22%	53

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $8.89B AUM 25.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

von Borstel & Associates's JCPB Position: Q4 2025 in Review

von Borstel & Associates sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q4 2025, closing a stake of 29,791 shares — an estimated $1.41M sold.

von Borstel & Associates first reported a position in JCPB in Q3 2025 and held it in 1 quarter. The position peaked at $1.41M in Q3 2025. 440 funds tracked by Wall St. Rank hold JCPB as of Q4 2025.

von Borstel & Associates reported no remaining JPMorgan Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
von Borstel & Associates sold 29,791 JPMorgan Core Plus Bond ETF shares in Q4 2025, an estimated $1.41M.
von Borstel & Associates first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and held it in 1 quarter.
von Borstel & Associates's JPMorgan Core Plus Bond ETF position peaked at $1.41M in Q3 2025.
440 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.