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Glass Jacobson Investment Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Glass Jacobson Investment 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 		$104K Buy
2,205
+13
+0.6% +$617 0.04% 243
2025
Q4 		$104K Buy
2,192
+13
+0.6% +$618 0.04% 234
2025
Q3 		$104K Buy
2,179
+14
+0.6% +$659 0.04% 230
2025
Q2 		$102K Buy
+2,165
New +$101K 0.04% 226

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
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

Glass Jacobson Investment Advisors's JCPB Position: Q1 2026 in Review

Glass Jacobson Investment Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.59% in Q1 2026, buying an estimated $617 and bringing the position to 2,205 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #243.

Glass Jacobson Investment Advisors first reported a position in JCPB in Q2 2025 and has held it in 4 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Glass Jacobson Investment Advisors held 2,205 shares of JPMorgan Core Plus Bond ETF worth $104K as of Q1 2026.
  • Glass Jacobson Investment Advisors bought 13 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $617.
  • JPMorgan Core Plus Bond ETF made up 0.04% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #243 holding.
  • Glass Jacobson Investment Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.