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Cooper/Haims Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cooper/Haims 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 		$15.2M Sell
323,589
-439
-0.1% -$20.8K 7.17% 4
2025
Q4 		$15.3M Buy
324,028
+19,844
+7% +$944K 6.97% 4
2025
Q3 		$14.5M Buy
304,184
+2,497
+0.8% +$118K 6.76% 4
2025
Q2 		$14.2M Buy
301,687
+47,072
+18% +$2.19M 6.99% 4
2025
Q1 		$12M Buy
254,615
+40
+0% +$1.86K 6.49% 5
2024
Q4 		$11.7M Buy
254,575
+42,134
+20% +$1.98M 6.65% 4
2024
Q3 		$10.2M Buy
212,441
+11,192
+6% +$532K 5.64% 5
2024
Q2 		$9.32M Sell
201,249
-1,340
-0.7% -$61.6K 5.23% 6
2024
Q1 		$9.45M Sell
202,589
-115,990
-36% -$5.4M 5.49% 6
2023
Q4 		$15M Buy
318,579
+220,425
+225% +$9.95M 8.5% 3
2023
Q3 		$4.38M Buy
98,154
+59,104
+151% +$2.7M 3.41% 8
2023
Q2 		$1.82M Buy
39,050
+2,745
+8% +$129K 1.4% 14
2023
Q1 		$1.72M Sell
36,305
-152,502
-81% -$7.16M 1.38% 14
2022
Q4 		$8.67M Buy
188,807
+44,592
+31% +$2.05M 6.15% 7
2022
Q3 		$6.62M Sell
144,215
-56,821
-28% -$2.73M 5.48% 8
2022
Q2 		$9.66M Buy
+201,036
New +$9.81M 6.34% 5

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 $6.98B 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

Cooper/Haims Advisors's JCPB Position: Q1 2026 in Review

Cooper/Haims Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.14% in Q1 2026, selling an estimated $20.8K and leaving 323,589 shares worth $15.2M. The position accounts for 7.17% of the portfolio, ranked #4.

Cooper/Haims Advisors first reported a position in JCPB in Q2 2022 and has held it in 16 quarters since. The position peaked at $15.3M in Q4 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Cooper/Haims Advisors held 323,589 shares of JPMorgan Core Plus Bond ETF worth $15.2M as of Q1 2026.
  • Cooper/Haims Advisors sold 439 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $20.8K.
  • JPMorgan Core Plus Bond ETF made up 7.17% of Cooper/Haims Advisors's portfolio in Q1 2026, its #4 holding.
  • Cooper/Haims Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Cooper/Haims Advisors's JPMorgan Core Plus Bond ETF position peaked at $15.3M in Q4 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.