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 $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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. 348 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.
348 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.