BankPlus Trust Department’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

BankPlus Trust Department’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	$2.68M	Buy	56,856 +407	+0.7%	+$19.3K	0.72%	33
2025 Q4	$2.67M	Buy	56,449 +4,446	+9%	+$212K	0.7%	29
2025 Q3	$2.47M	Buy	52,003 +1,031	+2%	+$48.5K	0.66%	32
2025 Q2	$2.4M	Buy	50,972 +3,698	+8%	+$172K	0.71%	29
2025 Q1	$2.22M	Buy	47,274 +7,983	+20%	+$371K	0.74%	29
2024 Q4	$1.81M	Buy	+39,291	New	+$1.84M	0.59%	35

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

BankPlus Trust Department's JCPB Position: Q1 2026 in Review

BankPlus Trust Department increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.72% in Q1 2026, buying an estimated $19.3K and bringing the position to 56,856 shares worth $2.68M. The position accounts for 0.72% of the portfolio, ranked #33.

BankPlus Trust Department first reported a position in JCPB in Q4 2024 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

BankPlus Trust Department held 56,856 shares of JPMorgan Core Plus Bond ETF worth $2.68M as of Q1 2026.
BankPlus Trust Department bought 407 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $19.3K.
JPMorgan Core Plus Bond ETF made up 0.72% of BankPlus Trust Department's portfolio in Q1 2026, its #33 holding.
BankPlus Trust Department first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 6 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.