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

Etesian Wealth 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	$2.15M	Buy	45,704 +874	+2%	+$41.5K	0.69%	39
2025 Q4	$2.12M	Buy	44,830 +437	+1%	+$20.8K	0.67%	39
2025 Q3	$2.11M	Sell	44,393 -1,127	-2%	-$53K	0.7%	36
2025 Q2	$2.14M	Buy	45,520 +76	+0.2%	+$3.53K	0.8%	30
2025 Q1	$2.14M	Buy	45,444 +13,297	+41%	+$618K	0.92%	27
2024 Q4	$1.48M	Buy	32,147 +7,070	+28%	+$331K	0.66%	44
2024 Q3	$1.21M	Buy	25,077 +18,180	+264%	+$864K	0.55%	57
2024 Q2	$320K	Buy	+6,897	New	+$317K	0.18%	103

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

Etesian Wealth Advisors's JCPB Position: Q1 2026 in Review

Etesian Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.9% in Q1 2026, buying an estimated $41.5K and bringing the position to 45,704 shares worth $2.15M. The position accounts for 0.69% of the portfolio, ranked #39.

Etesian Wealth Advisors first reported a position in JCPB in Q2 2024 and has held it in 8 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Etesian Wealth Advisors held 45,704 shares of JPMorgan Core Plus Bond ETF worth $2.15M as of Q1 2026.
Etesian Wealth Advisors bought 874 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $41.5K.
JPMorgan Core Plus Bond ETF made up 0.69% of Etesian Wealth Advisors's portfolio in Q1 2026, its #39 holding.
Etesian Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 8 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.