Wilmington Savings Fund Society’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Wilmington Savings Fund Society’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	-5,704	Closed	-$268K	–	1728
2025 Q2	$268K	Sell	5,704 -50	-0.9%	-$2.32K	﹤0.01%	736
2025 Q1	$271K	Buy	5,754 +203	+4%	+$9.44K	0.01%	734
2024 Q4	$256K	Buy	5,551 +164	+3%	+$7.69K	﹤0.01%	751
2024 Q3	$260K	Buy	+5,387	New	+$256K	﹤0.01%	743

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 $1.37T 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

Wilmington Savings Fund Society's JCPB Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q3 2025, closing a stake of 5,704 shares — an estimated $268K sold.

Wilmington Savings Fund Society first reported a position in JCPB in Q3 2024 and held it in 4 quarters. The position peaked at $271K in Q1 2025. 387 funds tracked by Wall St. Rank hold JCPB as of Q3 2025.

Wilmington Savings Fund Society reported no remaining JPMorgan Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 5,704 JPMorgan Core Plus Bond ETF shares in Q3 2025, an estimated $268K.
Wilmington Savings Fund Society first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and held it in 4 quarters.
Wilmington Savings Fund Society's JPMorgan Core Plus Bond ETF position peaked at $271K in Q1 2025.
387 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.