AssuredPartners Investment Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

AssuredPartners Investment 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	$4.29M	Sell	91,453 -1,577	-2%	-$74.8K	0.47%	60
2025 Q4	$4.4M	Buy	93,030 +64,485	+226%	+$3.07M	0.66%	38
2025 Q3	$1.36M	Buy	28,545 +1,049	+4%	+$49.4K	0.3%	64
2025 Q2	$1.29M	Sell	27,496 -72,798	-73%	-$3.38M	0.32%	61
2025 Q1	$4.72M	Buy	100,294 +4,624	+5%	+$215K	0.91%	24
2024 Q4	$4.41M	Buy	+95,670	New	+$4.48M	0.86%	27

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

AssuredPartners Investment Advisors's JCPB Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.7% in Q1 2026, selling an estimated $74.8K and leaving 91,453 shares worth $4.29M. The position accounts for 0.47% of the portfolio, ranked #60.

AssuredPartners Investment Advisors first reported a position in JCPB in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.72M in Q1 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

AssuredPartners Investment Advisors held 91,453 shares of JPMorgan Core Plus Bond ETF worth $4.29M as of Q1 2026.
AssuredPartners Investment Advisors sold 1,577 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $74.8K.
JPMorgan Core Plus Bond ETF made up 0.47% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #60 holding.
AssuredPartners Investment Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's JPMorgan Core Plus Bond ETF position peaked at $4.72M in Q1 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.