Forum Private Client Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Forum Private Client Group’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	$32M	Buy	678,514 +37,117	+6%	+$1.76M	10.65%	2
2025 Q4	$30.4M	Buy	641,397 +31,287	+5%	+$1.49M	10.35%	2
2025 Q3	$29M	Buy	610,110 +14,452	+2%	+$680K	10.34%	2
2025 Q2	$28M	Buy	595,658 +28,302	+5%	+$1.31M	10.8%	1
2025 Q1	$26.7M	Buy	567,356 +28,182	+5%	+$1.31M	11.58%	1
2024 Q4	$24.8M	Buy	539,174 +36,363	+7%	+$1.7M	11.06%	1
2024 Q3	$24.3M	Buy	502,811 +36,309	+8%	+$1.72M	10.77%	1
2024 Q2	$21.6M	Buy	466,502 +50,174	+12%	+$2.31M	10.27%	1
2024 Q1	$19.4M	Buy	416,328 +66,866	+19%	+$3.11M	9.39%	2
2023 Q4	$16.5M	Buy	+349,462	New	+$15.8M	8.59%	2
2023 Q3	–	Sell	-213,230	Closed	-$9.93M	–	42
2023 Q2	$9.93M	Buy	213,230 +116,066	+119%	+$5.46M	5.69%	4
2023 Q1	$4.6M	Buy	+97,164	New	+$4.56M	2.91%	12

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

Forum Private Client Group's JCPB Position: Q1 2026 in Review

Forum Private Client Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.8% in Q1 2026, buying an estimated $1.76M and bringing the position to 678,514 shares worth $32M. The position accounts for 10.65% of the portfolio, ranked #2.

Forum Private Client Group first reported a position in JCPB in Q1 2023 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Forum Private Client Group held 678,514 shares of JPMorgan Core Plus Bond ETF worth $32M as of Q1 2026.
Forum Private Client Group bought 37,117 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.76M.
JPMorgan Core Plus Bond ETF made up 10.65% of Forum Private Client Group's portfolio in Q1 2026, its #2 holding.
Forum Private Client Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 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 Forum Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.