Belpointe Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Belpointe Asset 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	$1.48M	Sell	31,333 -641	-2%	-$30.4K	0.05%	316
2025 Q4	$1.51M	Sell	31,974 -6,969	-18%	-$332K	0.05%	293
2025 Q3	$1.85M	Buy	38,943 +273	+0.7%	+$12.8K	0.07%	235
2025 Q2	$1.82M	Buy	38,670 +1,315	+4%	+$61.1K	0.08%	218
2025 Q1	$1.76M	Sell	37,355 -2,037	-5%	-$94.7K	0.09%	206
2024 Q4	$1.81M	Buy	39,392 +117	+0.3%	+$5.49K	0.11%	186
2024 Q3	$1.89M	Buy	39,275 +920	+2%	+$43.7K	0.11%	183
2024 Q2	$1.78M	Buy	38,355 +1,484	+4%	+$68.2K	0.12%	158
2024 Q1	$1.72M	Sell	36,871 -15,360	-29%	-$715K	0.13%	150
2023 Q4	$2.46M	Buy	+52,231	New	+$2.36M	0.22%	86

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

Belpointe Asset Management's JCPB Position: Q1 2026 in Review

Belpointe Asset Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 2% in Q1 2026, selling an estimated $30.4K and leaving 31,333 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #316.

Belpointe Asset Management first reported a position in JCPB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.46M in Q4 2023. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Belpointe Asset Management held 31,333 shares of JPMorgan Core Plus Bond ETF worth $1.48M as of Q1 2026.
Belpointe Asset Management sold 641 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $30.4K.
JPMorgan Core Plus Bond ETF made up 0.05% of Belpointe Asset Management's portfolio in Q1 2026, its #316 holding.
Belpointe Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
Belpointe Asset Management's JPMorgan Core Plus Bond ETF position peaked at $2.46M in Q4 2023.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.