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

Coldstream Capital 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	$2.13M	Buy	45,179 +26,405	+141%	+$1.25M	0.03%	286
2025 Q4	$889K	Buy	18,774 +4,011	+27%	+$191K	0.01%	489
2025 Q3	$702K	Buy	14,763 +5,330	+57%	+$251K	0.01%	589
2025 Q2	$444K	Buy	9,433 +1,867	+25%	+$86.7K	0.01%	712
2025 Q1	$356K	Buy	+7,566	New	+$352K	0.01%	753

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 $10.6B AUM 34.1% 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

Coldstream Capital Management's JCPB Position: Q1 2026 in Review

Coldstream Capital Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 141% in Q1 2026, buying an estimated $1.25M and bringing the position to 45,179 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #286.

Coldstream Capital Management first reported a position in JCPB in Q1 2025 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Coldstream Capital Management held 45,179 shares of JPMorgan Core Plus Bond ETF worth $2.13M as of Q1 2026.
Coldstream Capital Management bought 26,405 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.25M.
JPMorgan Core Plus Bond ETF made up 0.03% of Coldstream Capital Management's portfolio in Q1 2026, its #286 holding.
Coldstream Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.