Apollon Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Apollon Wealth Management’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
2026 Q1	$7.27M	Buy	154,480 +5,146	+3%	+$244K	0.12%	156
2025 Q4	$7.07M	Buy	149,334 +615	+0.4%	+$29.3K	0.12%	160
2025 Q3	$7.07M	Buy	148,719 +99,702	+203%	+$4.69M	0.13%	151
2025 Q2	$2.31M	Buy	49,017 +19,400	+66%	+$901K	0.05%	334
2025 Q1	$1.39M	Buy	+29,617	New	+$1.38M	0.03%	414
2024 Q3	–	Sell	-4,820	Closed	-$223K	–	1156
2024 Q2	$223K	Hold	4,820	–	–	0.01%	976
2024 Q1	$225K	Sell	4,820 -216	-4%	-$10K	0.01%	993
2023 Q4	$237K	Sell	5,036 -247	-5%	-$11.2K	0.01%	929
2023 Q3	$236K	Sell	5,283 -8,735	-62%	-$400K	0.01%	778
2023 Q2	$653K	Buy	14,018 +1,733	+14%	+$81.5K	0.03%	527
2023 Q1	$582K	Sell	12,285 -4,080	-25%	-$192K	0.04%	484
2022 Q4	$752K	Sell	16,365 -4,830	-23%	-$222K	0.05%	383
2022 Q3	$972K	Sell	21,195 -10,989	-34%	-$527K	0.08%	260
2022 Q2	$1.55M	Sell	32,184 -113,259	-78%	-$5.53M	0.13%	174
2022 Q1	$7.43M	Buy	145,443 +60,542	+71%	+$3.17M	0.53%	33
2021 Q4	$4.61M	Buy	84,901 +57,302	+208%	+$3.12M	0.34%	60
2021 Q3	$1.5M	Buy	27,599 +3,645	+15%	+$200K	0.21%	99
2021 Q2	$1.31M	Buy	23,954 +13,021	+119%	+$707K	0.23%	83
2021 Q1	$589K	Buy	+10,933	New	+$599K	0.11%	179

Other funds holding JCPB

HWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Apollon Wealth Management's JCPB Position: Q1 2026 in Review

Apollon Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.4% in Q1 2026, buying an estimated $244K and bringing the position to 154,480 shares worth $7.27M. The position accounts for 0.12% of the portfolio, ranked #156.

Apollon Wealth Management first reported a position in JCPB in Q1 2021 and has held it in 19 quarters since. The position peaked at $7.43M in Q1 2022. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Apollon Wealth Management held 154,480 shares of JPMorgan Core Plus Bond ETF worth $7.27M as of Q1 2026.
Apollon Wealth Management bought 5,146 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $244K.
JPMorgan Core Plus Bond ETF made up 0.12% of Apollon Wealth Management's portfolio in Q1 2026, its #156 holding.
Apollon Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q1 2021 and has held it in 19 quarters since.
Apollon Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $7.43M in Q1 2022.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.