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Wolf Group Capital Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Wolf Group Capital Advisors’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 		$2.01M Buy
+42,806
New +$1.99M 0.68% 45
2024
Q3 		– Sell
-23,807
Closed -$1.1M – 123
2024
Q2 		$1.1M Buy
+23,807
New +$1.09M 0.43% 70

Other funds holding JCPB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Janney Montgomery Scott
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

Wolf Group Capital Advisors's JCPB Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q1 2025: 42,806 shares worth $2.01M. The stake represents 0.68% of the portfolio and ranks #45 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in JCPB as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in JCPB in Q2 2024 and has held it in 2 quarters since. 347 funds tracked by Wall St. Rank hold JCPB as of Q1 2025.

  • Wolf Group Capital Advisors held 42,806 shares of JPMorgan Core Plus Bond ETF worth $2.01M as of Q1 2025.
  • JPMorgan Core Plus Bond ETF was a new Wolf Group Capital Advisors position in Q1 2025.
  • JPMorgan Core Plus Bond ETF made up 0.68% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #45 holding.
  • Wolf Group Capital Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 347 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.