Fountainhead AM’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Fountainhead AM’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	$111K	Buy	2,347 +950	+68%	+$45.1K	0.1%	131
2025 Q4	$66.2K	Sell	1,397 -33,893	-96%	-$1.61M	0.1%	95
2025 Q3	$1.68M	Sell	35,290 -1,516	-4%	-$71.3K	0.22%	57
2025 Q2	$1.73M	Buy	36,806 +1,275	+4%	+$59.2K	0.25%	47
2025 Q1	$1.67M	Sell	35,531 -679	-2%	-$31.6K	0.27%	41
2024 Q4	$1.67M	Buy	36,210 +1,317	+4%	+$61.7K	0.3%	42
2024 Q3	$1.68M	Buy	34,893 +25,036	+254%	+$1.19M	0.35%	34
2024 Q2	$457K	Buy	9,857 +3,358	+52%	+$154K	0.11%	69
2024 Q1	$303K	Buy	+6,499	New	+$302K	0.07%	94

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

Fountainhead AM's JCPB Position: Q1 2026 in Review

Fountainhead AM increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 68% in Q1 2026, buying an estimated $45.1K and bringing the position to 2,347 shares worth $111K. The position accounts for 0.1% of the portfolio, ranked #131.

Fountainhead AM first reported a position in JCPB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q2 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Fountainhead AM held 2,347 shares of JPMorgan Core Plus Bond ETF worth $111K as of Q1 2026.
Fountainhead AM bought 950 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $45.1K.
JPMorgan Core Plus Bond ETF made up 0.1% of Fountainhead AM's portfolio in Q1 2026, its #131 holding.
Fountainhead AM first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
Fountainhead AM's JPMorgan Core Plus Bond ETF position peaked at $1.73M in Q2 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.