DWP
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Daymark Wealth Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Daymark Wealth Partners’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 		$35.3M Buy
749,446
+172,739
+30% +$8.2M 1.11% 18
2025
Q4 		$27.3M Buy
576,707
+161,629
+39% +$7.69M 0.87% 25
2025
Q3 		$19.7M Buy
415,078
+49,563
+14% +$2.33M 0.67% 36
2025
Q2 		$17.2M Sell
365,515
-50,849
-12% -$2.36M 0.65% 39
2025
Q1 		$19.6M Buy
416,364
+155,557
+60% +$7.23M 0.84% 28
2024
Q4 		$12M Buy
260,807
+13,769
+6% +$645K 0.51% 46
2024
Q3 		$11.9M Buy
247,038
+45,209
+22% +$2.15M 0.5% 46
2024
Q2 		$9.35M Sell
201,829
-103,912
-34% -$4.78M 0.43% 49
2024
Q1 		$14.3M Sell
305,741
-29,786
-9% -$1.39M 0.77% 32
2023
Q4 		$15.8M Sell
335,527
-24,287
-7% -$1.1M 0.97% 24
2023
Q3 		$16.1M Buy
359,814
+36,835
+11% +$1.69M 1.11% 20
2023
Q2 		$15M Buy
322,979
+251,420
+351% +$11.8M 1.12% 18
2023
Q1 		$3.39M Buy
71,559
+56,098
+363% +$2.63M 0.45% 51
2022
Q4 		$710K Buy
+15,461
New +$710K 0.13% 121

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

Daymark Wealth Partners's JCPB Position: Q1 2026 in Review

Daymark Wealth Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 30% in Q1 2026, buying an estimated $8.2M and bringing the position to 749,446 shares worth $35.3M. The position accounts for 1.11% of the portfolio, ranked #18.

Daymark Wealth Partners first reported a position in JCPB in Q4 2022 and has held it in 14 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Daymark Wealth Partners held 749,446 shares of JPMorgan Core Plus Bond ETF worth $35.3M as of Q1 2026.
  • Daymark Wealth Partners bought 172,739 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $8.2M.
  • JPMorgan Core Plus Bond ETF made up 1.11% of Daymark Wealth Partners's portfolio in Q1 2026, its #18 holding.
  • Daymark Wealth Partners first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.