Autumn Glory Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Autumn Glory Partners’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	$2.53M	Buy	53,651 +1,896	+4%	+$90K	0.93%	26
2025 Q4	$2.45M	Buy	51,755 +472	+0.9%	+$22.5K	0.86%	30
2025 Q3	$2.44M	Buy	51,283 +41,726	+437%	+$1.96M	1%	28
2025 Q2	$450K	Sell	9,557 -200	-2%	-$9.29K	0.21%	122
2025 Q1	$459K	Sell	9,757 -34	-0.3%	-$1.58K	0.23%	112
2024 Q4	$451K	Hold	9,791	–	–	0.22%	105
2024 Q3	$472K	Sell	9,791 -555	-5%	-$26.4K	0.18%	139
2024 Q2	$479K	Hold	10,346	–	–	0.24%	92
2024 Q1	$483K	Hold	10,346	–	–	0.24%	94
2023 Q4	$485K	Hold	10,346	–	–	0.28%	90
2023 Q3	$462K	Sell	10,346 -897	-8%	-$41K	0.28%	90
2023 Q2	$524K	Buy	+11,243	New	+$528K	0.38%	69

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

Autumn Glory Partners's JCPB Position: Q1 2026 in Review

Autumn Glory Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.7% in Q1 2026, buying an estimated $90K and bringing the position to 53,651 shares worth $2.53M. The position accounts for 0.93% of the portfolio, ranked #26.

Autumn Glory Partners first reported a position in JCPB in Q2 2023 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Autumn Glory Partners held 53,651 shares of JPMorgan Core Plus Bond ETF worth $2.53M as of Q1 2026.
Autumn Glory Partners bought 1,896 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $90K.
JPMorgan Core Plus Bond ETF made up 0.93% of Autumn Glory Partners's portfolio in Q1 2026, its #26 holding.
Autumn Glory Partners first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 12 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.