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Cogent Private Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cogent Private Wealth’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
-4,582
Closed -$217K – 102
2025
Q4 		$217K Buy
+4,582
New +$218K 0.17% 92

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Cogent Private Wealth's JCPB Position: Q1 2026 in Review

Cogent Private Wealth sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026, closing a stake of 4,582 shares — an estimated $217K sold.

Cogent Private Wealth first reported a position in JCPB in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 483 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Cogent Private Wealth reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cogent Private Wealth sold 4,582 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $217K.
  • Cogent Private Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and held it in 1 quarter.
  • Cogent Private Wealth's JPMorgan Core Plus Bond ETF position peaked at $217K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Cogent Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.