JCPB — JPMORGAN CORE PLUS BOND ETF

Ownership history in Waterloo Capital, L.P.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Waterloo Capital, L.P. reported a position in JPMORGAN CORE PLUS BOND ETF (JCPB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.57% (2025 Q3)
Avg. % of fund
1.16%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 452,260 +6,838 +1.5% 1.54% $21.4M $46.97
2025 Q3 ADDED 445,422 +89,600 +25.2% 1.57% $21.2M $46.41
2025 Q2 ADDED 355,822 +169,018 +90.5% 1.35% $16.7M $45.37
2025 Q1 ADDED 186,804 +82,542 +79.2% 0.82% $8.8M $44.78
2024 Q4 INITIATED 104,262 — — 0.51% $4.8M $43.50
% of Fund (quarterly)    JCPB price (monthly, adj. close)

Other funds also holding JCPB

As of 2025 Q4 — sorted by position size

46 Peaks LLC 20.85% D.B. Root & Company, LLC 3Y 7Y 17.44% Grant Street Asset Management, Inc. 3Y 16.29% Wiser Wealth Management, Inc 3Y 12.52% First Pacific Financial 3Y 11.9% Forum Private Client Group LLC 3Y 10.35% Legacy Wealth Management, Inc 3Y 7Y 10.18% First Washington CORP 3Y 7Y 10.05% Joseph Group Capital Management 3Y 9.86% Summit Financial Strategies, Inc. 3Y 7Y 9.54%
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