Arbor Trust Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Arbor Trust Wealth 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
2026 Q1	$10.8M	Sell	229,340 -9,688	-4%	-$460K	4.74%	2
2025 Q4	$11.4M	Buy	239,028 +6,995	+3%	+$333K	4.97%	2
2025 Q3	$11M	Buy	232,033 +13,244	+6%	+$623K	4.97%	2
2025 Q2	$10.3M	Sell	218,789 -13,408	-6%	-$623K	5.04%	1
2025 Q1	$10.9M	Buy	232,197 +10,225	+5%	+$475K	5.12%	1
2024 Q4	$10.3M	Buy	221,972 +115,261	+108%	+$5.4M	4.81%	2
2024 Q3	$4.94M	Hold	106,711	–	–	2.6%	12
2024 Q2	$4.94M	Buy	106,711 +22,132	+26%	+$1.02M	2.6%	12
2024 Q1	$3.86M	Buy	84,579 +71,020	+524%	+$3.3M	2.12%	17
2023 Q4	$641K	Buy	+13,559	New	+$612K	0.38%	56

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 $10.6B AUM 34.1% 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

Arbor Trust Wealth Advisors's JCPB Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.1% in Q1 2026, selling an estimated $460K and leaving 229,340 shares worth $10.8M. The position accounts for 4.74% of the portfolio, ranked #2.

Arbor Trust Wealth Advisors first reported a position in JCPB in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.4M in Q4 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Arbor Trust Wealth Advisors held 229,340 shares of JPMorgan Core Plus Bond ETF worth $10.8M as of Q1 2026.
Arbor Trust Wealth Advisors sold 9,688 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $460K.
JPMorgan Core Plus Bond ETF made up 4.74% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #2 holding.
Arbor Trust Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
Arbor Trust Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $11.4M in Q4 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.