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Costello Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Costello Asset 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 		– Sell
-50
Closed -$2.37K – 709
2025
Q4 		$2.37K Buy
+50
New +$2.38K ﹤0.01% 626

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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

Costello Asset Management's JCPB Position: Q1 2026 in Review

Costello Asset Management sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026, closing a stake of 50 shares — an estimated $2.37K sold.

Costello Asset Management first reported a position in JCPB in Q4 2025 and held it in 1 quarter. The position peaked at $2.37K in Q4 2025. 483 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Costello Asset Management reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Costello Asset Management sold 50 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $2.37K.
  • Costello Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and held it in 1 quarter.
  • Costello Asset Management's JPMorgan Core Plus Bond ETF position peaked at $2.37K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.