Avidian Wealth Enterprises’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Avidian Wealth Enterprises’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	$36.3M	Buy	771,998 +70,813	+10%	+$3.36M	1.15%	18
2025 Q4	$33.2M	Buy	701,185 +46,936	+7%	+$2.23M	1.21%	19
2025 Q3	$31.1M	Buy	654,249 +41,375	+7%	+$1.95M	1.17%	20
2025 Q2	$28.8M	Buy	612,874 +36,437	+6%	+$1.69M	1.17%	20
2025 Q1	$27.1M	Buy	+576,437	New	+$26.8M	1.21%	18
2023 Q3	–	Sell	-22,173	Closed	-$1.03M	–	412
2023 Q2	$1.03M	Sell	22,173 -163,218	-88%	-$7.67M	0.07%	175
2023 Q1	$8.79M	Buy	185,391 +10,089	+6%	+$474K	0.48%	49
2022 Q4	$8.05M	Buy	175,302 +12,238	+8%	+$562K	0.52%	38
2022 Q3	$7.48M	Buy	163,064 +2,867	+2%	+$138K	0.54%	42
2022 Q2	$7.7M	Buy	+160,197	New	+$7.82M	0.54%	42

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

Avidian Wealth Enterprises's JCPB Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 10% in Q1 2026, buying an estimated $3.36M and bringing the position to 771,998 shares worth $36.3M. The position accounts for 1.15% of the portfolio, ranked #18.

Avidian Wealth Enterprises first reported a position in JCPB in Q2 2022 and has held it in 10 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Avidian Wealth Enterprises held 771,998 shares of JPMorgan Core Plus Bond ETF worth $36.3M as of Q1 2026.
Avidian Wealth Enterprises bought 70,813 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $3.36M.
JPMorgan Core Plus Bond ETF made up 1.15% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #18 holding.
Avidian Wealth Enterprises first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 10 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.