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

Choice Wealth Advisors’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	–	Sell	-338,606	Closed	-$16M	–	36
2025 Q4	$16M	Buy	+338,606	New	+$16.1M	6.34%	7
2024 Q1	–	Sell	-32,920	Closed	-$1.55M	–	27
2023 Q4	$1.55M	Buy	+32,920	New	+$1.49M	0.96%	17
2023 Q1	–	Sell	-47,289	Closed	-$2.17M	–	24
2022 Q4	$2.17M	Buy	+47,289	New	+$2.17M	1.63%	14

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

Choice Wealth Advisors's JCPB Position: Q1 2026 in Review

Choice Wealth Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026, closing a stake of 338,606 shares — an estimated $16M sold.

Choice Wealth Advisors first reported a position in JCPB in Q4 2022 and held it in 3 quarters. The position peaked at $16M in Q4 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Choice Wealth Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
Choice Wealth Advisors sold 338,606 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $16M.
Choice Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and held it in 3 quarters.
Choice Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $16M in Q4 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Choice Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.