WMS Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

WMS Partners’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 Q1	–	Sell	-1,836,587	Closed	-$84.6M	–	146
2024 Q4	$84.6M	Buy	1,836,587 +173,571	+10%	+$8.14M	4.74%	7
2024 Q3	$80.2M	Buy	1,663,016 +258,480	+18%	+$12.3M	4.5%	7
2024 Q2	$65.1M	Buy	1,404,536 +162,704	+13%	+$7.48M	4.16%	7
2024 Q1	$57.9M	Buy	1,241,832 +188,884	+18%	+$8.79M	3.97%	7
2023 Q4	$49.6M	Sell	1,052,948 -7,068	-0.7%	-$319K	3.65%	8
2023 Q3	$47.4M	Buy	1,060,016 +140,417	+15%	+$6.43M	3.74%	9
2023 Q2	$42.8M	Buy	919,599 +552,163	+150%	+$26M	3.37%	11
2023 Q1	$17.4M	Buy	+367,436	New	+$17.2M	1.52%	18

Other funds holding JCPB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HWM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

WMS Partners's JCPB Position: Q1 2025 in Review

WMS Partners sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2025, closing a stake of 1,836,587 shares — an estimated $84.6M sold.

WMS Partners first reported a position in JCPB in Q1 2023 and held it in 8 quarters. The position peaked at $84.6M in Q4 2024. 347 funds tracked by Wall St. Rank hold JCPB as of Q1 2025.

WMS Partners reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 1,836,587 JPMorgan Core Plus Bond ETF shares in Q1 2025, an estimated $84.6M.
WMS Partners first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and held it in 8 quarters.
WMS Partners's JPMorgan Core Plus Bond ETF position peaked at $84.6M in Q4 2024.
347 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.