D.B. Root & Company’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

D.B. Root & Company’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	$72.5M	Buy	1,540,528 +30,436	+2%	+$1.44M	17.33%	1
2025 Q4	$71.5M	Buy	1,510,092 +119,753	+9%	+$5.7M	17.44%	1
2025 Q3	$66.1M	Buy	1,390,339 +124,872	+10%	+$5.88M	16.78%	1
2025 Q2	$59.6M	Buy	1,265,467 +34,465	+3%	+$1.6M	17.58%	1
2025 Q1	$57.9M	Buy	1,231,002 +51,533	+4%	+$2.4M	18.7%	1
2024 Q4	$54.3M	Buy	1,179,469 +66,424	+6%	+$3.11M	17.28%	1
2024 Q3	$53.7M	Buy	1,113,045 +65,281	+6%	+$3.1M	17.7%	1
2024 Q2	$48.5M	Buy	1,047,764 +72,953	+7%	+$3.35M	16.56%	1
2024 Q1	$45.5M	Buy	974,811 +154,514	+19%	+$7.19M	15.37%	1
2023 Q4	$38.6M	Buy	820,297 +13,738	+2%	+$620K	14%	1
2023 Q3	$36M	Buy	806,559 +50,550	+7%	+$2.31M	14.04%	1
2023 Q2	$35.2M	Buy	756,009 +43,478	+6%	+$2.04M	13.32%	1
2023 Q1	$33.8M	Buy	712,531 +69,695	+11%	+$3.27M	13.29%	1
2022 Q4	$29.5M	Buy	642,836 +60,281	+10%	+$2.77M	12.47%	1
2022 Q3	$26.7M	Buy	582,555 +77,143	+15%	+$3.7M	12.17%	1
2022 Q2	$24.3M	Buy	505,412 +60,480	+14%	+$2.95M	10.41%	1
2022 Q1	$22.7M	Buy	444,932 +126,646	+40%	+$6.63M	8.46%	1
2021 Q4	$17.3M	Buy	+318,286	New	+$17.3M	6.23%	2

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

D.B. Root & Company's JCPB Position: Q1 2026 in Review

D.B. Root & Company increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2% in Q1 2026, buying an estimated $1.44M and bringing the position to 1,540,528 shares worth $72.5M. The position accounts for 17.33% of the portfolio, ranked #1.

D.B. Root & Company first reported a position in JCPB in Q4 2021 and has held it in 18 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

D.B. Root & Company held 1,540,528 shares of JPMorgan Core Plus Bond ETF worth $72.5M as of Q1 2026.
D.B. Root & Company bought 30,436 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.44M.
JPMorgan Core Plus Bond ETF made up 17.33% of D.B. Root & Company's portfolio in Q1 2026, its #1 holding.
D.B. Root & Company first reported a position in JPMorgan Core Plus Bond ETF in Q4 2021 and has held it in 18 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.