Benjamin Edwards Inc’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Benjamin Edwards Inc’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	$2.32M	Buy	49,364 +367	+0.7%	+$17.4K	0.02%	499
2025 Q4	$2.32M	Buy	48,997 +1,497	+3%	+$71.2K	0.03%	465
2025 Q3	$2.26M	Buy	47,500 +1,225	+3%	+$57.7K	0.03%	466
2025 Q2	$2.18M	Sell	46,275 -4,323	-9%	-$201K	0.03%	441
2025 Q1	$2.38M	Buy	50,598 +366	+0.7%	+$17K	0.03%	381
2024 Q4	$2.31M	Buy	50,232 +5,905	+13%	+$277K	0.03%	412
2024 Q3	$2.14M	Buy	+44,327	New	+$2.11M	0.03%	421

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

Benjamin Edwards Inc's JCPB Position: Q1 2026 in Review

Benjamin Edwards Inc increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.75% in Q1 2026, buying an estimated $17.4K and bringing the position to 49,364 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #499.

Benjamin Edwards Inc first reported a position in JCPB in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q1 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Benjamin Edwards Inc held 49,364 shares of JPMorgan Core Plus Bond ETF worth $2.32M as of Q1 2026.
Benjamin Edwards Inc bought 367 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $17.4K.
JPMorgan Core Plus Bond ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q1 2026, its #499 holding.
Benjamin Edwards Inc first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 7 quarters since.
Benjamin Edwards Inc's JPMorgan Core Plus Bond ETF position peaked at $2.38M in Q1 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.