Concurrent Investment Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Concurrent Investment 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	$7.16M	Buy	152,185 +29,234	+24%	+$1.39M	0.08%	278
2025 Q4	$5.82M	Buy	122,951 +15,087	+14%	+$718K	0.07%	293
2025 Q3	$5.13M	Buy	107,864 +8,901	+9%	+$419K	0.09%	235
2025 Q2	$4.66M	Sell	98,963 -8,749	-8%	-$406K	0.09%	237
2025 Q1	$5.07M	Buy	107,712 +20,900	+24%	+$972K	0.12%	184
2024 Q4	$4M	Buy	86,812 +16,033	+23%	+$752K	0.11%	195
2024 Q3	$3.41M	Buy	70,779 +42,030	+146%	+$2M	0.1%	213
2024 Q2	$1.33M	Buy	28,749 +15,801	+122%	+$726K	0.04%	368
2024 Q1	$604K	Buy	12,948 +1,283	+11%	+$59.7K	0.02%	493
2023 Q4	$549K	Buy	+11,665	New	+$527K	0.03%	477

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

Concurrent Investment Advisors's JCPB Position: Q1 2026 in Review

Concurrent Investment Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 24% in Q1 2026, buying an estimated $1.39M and bringing the position to 152,185 shares worth $7.16M. The position accounts for 0.08% of the portfolio, ranked #278.

Concurrent Investment Advisors first reported a position in JCPB in Q4 2023 and has held it in 10 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Concurrent Investment Advisors held 152,185 shares of JPMorgan Core Plus Bond ETF worth $7.16M as of Q1 2026.
Concurrent Investment Advisors bought 29,234 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.39M.
JPMorgan Core Plus Bond ETF made up 0.08% of Concurrent Investment Advisors's portfolio in Q1 2026, its #278 holding.
Concurrent Investment Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.