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Bogart Wealth LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bogart Wealth LLC’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 		$73.9M Buy
1,570,632
+59,750
+4% +$2.84M 2.85% 9
2025
Q4 		$71.5M Buy
1,510,882
+53,360
+4% +$2.54M 2.87% 9
2025
Q3 		$69.3M Buy
1,457,522
+41,326
+3% +$1.94M 2.81% 9
2025
Q2 		$66.6M Buy
1,416,196
+34,436
+2% +$1.6M 2.85% 9
2025
Q1 		$65M Buy
1,381,760
+435,739
+46% +$20.3M 3.07% 9
2024
Q4 		$43.6M Buy
946,021
+56,280
+6% +$2.64M 2.07% 12
2024
Q3 		$42.9M Buy
889,741
+29,856
+3% +$1.42M 2.03% 15
2024
Q2 		$39.8M Buy
859,885
+17,241
+2% +$793K 2.03% 13
2024
Q1 		$39.3M Buy
+842,644
New +$39.2M 2.02% 13

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

Bogart Wealth LLC's JCPB Position: Q1 2026 in Review

Bogart Wealth LLC increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4% in Q1 2026, buying an estimated $2.84M and bringing the position to 1,570,632 shares worth $73.9M. The position accounts for 2.85% of the portfolio, ranked #9.

Bogart Wealth LLC first reported a position in JCPB in Q1 2024 and has held it in 9 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Bogart Wealth LLC held 1,570,632 shares of JPMorgan Core Plus Bond ETF worth $73.9M as of Q1 2026.
  • Bogart Wealth LLC bought 59,750 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $2.84M.
  • JPMorgan Core Plus Bond ETF made up 2.85% of Bogart Wealth LLC's portfolio in Q1 2026, its #9 holding.
  • Bogart Wealth LLC first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.