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Garton & Associates Financial Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Garton & Associates Financial 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 		– Sell
-57
Closed -$2.7K – 413
2025
Q4 		$2.7K Buy
+57
New +$2.71K ﹤0.01% 1079

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Raymond James Financial
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Garton & Associates Financial Advisors's JCPB Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026, closing a stake of 57 shares — an estimated $2.7K sold.

Garton & Associates Financial Advisors first reported a position in JCPB in Q4 2025 and held it in 1 quarter. The position peaked at $2.7K in Q4 2025. 481 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 57 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $2.7K.
  • Garton & Associates Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's JPMorgan Core Plus Bond ETF position peaked at $2.7K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.