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

Capital Advisors 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	$2.71M	Buy	57,626 +2,098	+4%	+$99.6K	0.36%	57
2025 Q4	$2.63M	Buy	55,528 +4,841	+10%	+$230K	0.36%	56
2025 Q3	$2.41M	Sell	50,687 -743	-1%	-$35K	0.34%	55
2025 Q2	$2.42M	Sell	51,430 -39	-0.1%	-$1.81K	0.38%	54
2025 Q1	$2.42M	Buy	51,469 +15,602	+43%	+$726K	0.43%	47
2024 Q4	$1.65M	Sell	35,867 -2,921	-8%	-$137K	0.29%	52
2024 Q3	$1.87M	Buy	38,788 +2,968	+8%	+$141K	0.34%	47
2024 Q2	$1.66M	Sell	35,820 -8,394	-19%	-$386K	0.33%	46
2024 Q1	$2.06M	Sell	44,214 -3,684	-8%	-$171K	0.43%	40
2023 Q4	$2.26M	Buy	47,898 +1,611	+3%	+$72.7K	0.51%	36
2023 Q3	$2.07M	Buy	46,287 +1,005	+2%	+$46K	0.54%	36
2023 Q2	$2.11M	Buy	45,282 +5,863	+15%	+$276K	0.54%	39
2023 Q1	$1.87M	Buy	39,419 +18,978	+93%	+$891K	0.52%	42
2022 Q4	$939K	Buy	20,441 +6,045	+42%	+$278K	0.28%	48
2022 Q3	$660K	Buy	14,396 +9,405	+188%	+$451K	0.22%	55
2022 Q2	$240K	Buy	+4,991	New	+$244K	0.08%	99

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

Capital Advisors Wealth Management's JCPB Position: Q1 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.8% in Q1 2026, buying an estimated $99.6K and bringing the position to 57,626 shares worth $2.71M. The position accounts for 0.36% of the portfolio, ranked #57.

Capital Advisors Wealth Management first reported a position in JCPB in Q2 2022 and has held it in 16 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Capital Advisors Wealth Management held 57,626 shares of JPMorgan Core Plus Bond ETF worth $2.71M as of Q1 2026.
Capital Advisors Wealth Management bought 2,098 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $99.6K.
JPMorgan Core Plus Bond ETF made up 0.36% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #57 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 16 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.