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

Arete 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	$2.95M	Buy	62,544 +3,692	+6%	+$175K	0.22%	111
2025 Q4	$2.79M	Buy	58,852 +1,722	+3%	+$81.9K	0.17%	128
2025 Q3	$2.72M	Sell	57,130 -22,054	-28%	-$1.04M	0.17%	119
2025 Q2	$3.73M	Buy	79,184 +283	+0.4%	+$13.1K	0.26%	82
2025 Q1	$3.71M	Buy	78,901 +7,966	+11%	+$370K	0.28%	79
2024 Q4	$3.27M	Buy	70,935 +22,433	+46%	+$1.05M	0.24%	89
2024 Q3	$2.34M	Buy	48,502 +8,455	+21%	+$402K	0.2%	110
2024 Q2	$1.86M	Buy	40,047 +6,007	+18%	+$276K	0.15%	135
2024 Q1	$1.59M	Buy	34,040 +3,471	+11%	+$161K	0.15%	158
2023 Q4	$1.44M	Buy	+30,569	New	+$1.38M	0.11%	186
2023 Q3	–	Sell	-13,076	Closed	-$609K	–	615
2023 Q2	$609K	Buy	+13,076	New	+$615K	0.05%	323

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

Arete Wealth Advisors's JCPB Position: Q1 2026 in Review

Arete Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.3% in Q1 2026, buying an estimated $175K and bringing the position to 62,544 shares worth $2.95M. The position accounts for 0.22% of the portfolio, ranked #111.

Arete Wealth Advisors first reported a position in JCPB in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.73M in Q2 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Arete Wealth Advisors held 62,544 shares of JPMorgan Core Plus Bond ETF worth $2.95M as of Q1 2026.
Arete Wealth Advisors bought 3,692 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $175K.
JPMorgan Core Plus Bond ETF made up 0.22% of Arete Wealth Advisors's portfolio in Q1 2026, its #111 holding.
Arete Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 11 quarters since.
Arete Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $3.73M in Q2 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.