CWM
JCPB icon

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

Contango 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 		$10.4M Sell
221,710
-55,705
-20% -$2.64M 12.2% 2
2025
Q4 		$13.1M Buy
+277,415
New +$13.2M 14.68% 2

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 $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
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

Contango Wealth Management's JCPB Position: Q1 2026 in Review

Contango Wealth Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 20% in Q1 2026, selling an estimated $2.64M and leaving 221,710 shares worth $10.4M. The position accounts for 12.2% of the portfolio, ranked #2.

Contango Wealth Management first reported a position in JCPB in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.1M in Q4 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Contango Wealth Management held 221,710 shares of JPMorgan Core Plus Bond ETF worth $10.4M as of Q1 2026.
  • Contango Wealth Management sold 55,705 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $2.64M.
  • JPMorgan Core Plus Bond ETF made up 12.2% of Contango Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Contango Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Contango Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $13.1M in Q4 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.