Arlington Financial Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Arlington Financial 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	–	Sell	-169,772	Closed	-$8.04M	–	102
2025 Q4	$8.04M	Sell	169,772 -533,822	-76%	-$25.4M	1.15%	26
2025 Q3	$33.5M	Buy	703,594 +9,127	+1%	+$430K	4.92%	6
2025 Q2	$32.7M	Buy	694,467 +183,789	+36%	+$8.54M	5.35%	4
2025 Q1	$24M	Buy	+510,678	New	+$23.7M	4.22%	7

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Arlington Financial Advisors's JCPB Position: Q1 2026 in Review

Arlington Financial Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026, closing a stake of 169,772 shares — an estimated $8.04M sold.

Arlington Financial Advisors first reported a position in JCPB in Q1 2025 and held it in 4 quarters. The position peaked at $33.5M in Q3 2025. 483 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Arlington Financial Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
Arlington Financial Advisors sold 169,772 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $8.04M.
Arlington Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and held it in 4 quarters.
Arlington Financial Advisors's JPMorgan Core Plus Bond ETF position peaked at $33.5M in Q3 2025.
483 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.