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

CreativeOne Wealth’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 		$4.18M Buy
88,730
+8,938
+11% +$424K 0.1% 198
2025
Q4 		$3.78M Buy
79,792
+13,126
+20% +$624K 0.09% 203
2025
Q3 		$3.17M Sell
66,666
-7,908
-11% -$372K 0.08% 239
2025
Q2 		$3.51M Sell
74,574
-980
-1% -$45.5K 0.09% 208
2025
Q1 		$3.55M Buy
75,554
+5,261
+7% +$245K 0.11% 182
2024
Q4 		$3.24M Buy
70,293
+2,950
+4% +$138K 0.1% 188
2024
Q3 		$3.25M Buy
67,343
+16,075
+31% +$764K 0.11% 175
2024
Q2 		$2.38M Sell
51,268
-6,458
-11% -$297K 0.12% 173
2024
Q1 		$2.69M Buy
57,726
+7,664
+15% +$357K 0.11% 177
2023
Q4 		$2.36M Sell
50,062
-13,791
-22% -$623K 0.15% 129
2023
Q3 		$2.85M Sell
63,853
-23,851
-27% -$1.09M 0.21% 100
2023
Q2 		$4.08M Buy
+87,704
New +$4.12M 0.19% 97

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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 $8.89B AUM 25.87% 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

CreativeOne Wealth's JCPB Position: Q1 2026 in Review

CreativeOne Wealth increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 11% in Q1 2026, buying an estimated $424K and bringing the position to 88,730 shares worth $4.18M. The position accounts for 0.1% of the portfolio, ranked #198.

CreativeOne Wealth first reported a position in JCPB in Q2 2023 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • CreativeOne Wealth held 88,730 shares of JPMorgan Core Plus Bond ETF worth $4.18M as of Q1 2026.
  • CreativeOne Wealth bought 8,938 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $424K.
  • JPMorgan Core Plus Bond ETF made up 0.1% of CreativeOne Wealth's portfolio in Q1 2026, its #198 holding.
  • CreativeOne Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.