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BankPlus Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

BankPlus Wealth Management’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 		$16.7M Buy
355,561
+47,708
+15% +$2.26M 8.65% 2
2025
Q4 		$14.6M Buy
307,853
+21,313
+7% +$1.01M 8.05% 2
2025
Q3 		$13.6M Buy
286,540
+19,730
+7% +$929K 8.03% 2
2025
Q2 		$12.6M Buy
266,810
+21,637
+9% +$1.01M 8.33% 2
2025
Q1 		$11.5M Buy
245,173
+22,963
+10% +$1.07M 8.47% 2
2024
Q4 		$10.2M Buy
+222,210
New +$10.4M 7.63% 2

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
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 Wealth Management's JCPB Position: Q1 2026 in Review

BankPlus Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 15% in Q1 2026, buying an estimated $2.26M and bringing the position to 355,561 shares worth $16.7M. The position accounts for 8.65% of the portfolio, ranked #2.

BankPlus Wealth Management 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 Wealth Management held 355,561 shares of JPMorgan Core Plus Bond ETF worth $16.7M as of Q1 2026.
  • BankPlus Wealth Management bought 47,708 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $2.26M.
  • JPMorgan Core Plus Bond ETF made up 8.65% of BankPlus Wealth Management's portfolio in Q1 2026, its #2 holding.
  • BankPlus Wealth Management 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 Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.