Garden State Investment Advisory Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Garden State Investment Advisory Services’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	$1.5M	Buy	31,791 +6,230	+24%	+$296K	0.33%	68
2025 Q4	$1.22M	Sell	25,561 -5,568	-18%	-$265K	0.27%	77
2025 Q3	$1.48M	Sell	31,129 -1,069	-3%	-$50.3K	0.33%	66
2025 Q2	$1.52M	Sell	32,198 -29,706	-48%	-$1.38M	0.38%	60
2025 Q1	$2.91M	Sell	61,904 -73,922	-54%	-$3.44M	0.93%	26
2024 Q4	$6.29M	Sell	135,826 -73,048	-35%	-$3.42M	1.87%	12
2024 Q3	$10.1M	Buy	208,874 +6,589	+3%	+$313K	3.23%	5
2024 Q2	$9.38M	Sell	202,285 -93	-0%	-$4.28K	3.23%	5
2024 Q1	$9.44M	Buy	202,378 +3,261	+2%	+$152K	3.45%	4
2023 Q4	$9.41M	Buy	199,117 +1,630	+0.8%	+$73.6K	3.74%	2
2023 Q3	$8.82M	Buy	197,487 +10,300	+6%	+$471K	4.06%	2
2023 Q2	$8.72M	Buy	187,187 +84,814	+83%	+$3.99M	3.43%	4
2023 Q1	$4.85M	Buy	102,373 +94,869	+1,264%	+$4.45M	2.09%	12
2022 Q4	$346K	Buy	+7,504	New	+$345K	0.2%	111

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 $10.6B AUM 34.1% 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 $8.41B 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

Garden State Investment Advisory Services's JCPB Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 24% in Q1 2026, buying an estimated $296K and bringing the position to 31,791 shares worth $1.5M. The position accounts for 0.33% of the portfolio, ranked #68.

Garden State Investment Advisory Services first reported a position in JCPB in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.1M in Q3 2024. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Garden State Investment Advisory Services held 31,791 shares of JPMorgan Core Plus Bond ETF worth $1.5M as of Q1 2026.
Garden State Investment Advisory Services bought 6,230 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $296K.
JPMorgan Core Plus Bond ETF made up 0.33% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #68 holding.
Garden State Investment Advisory Services first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's JPMorgan Core Plus Bond ETF position peaked at $10.1M in Q3 2024.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.