Goldstone Financial Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Goldstone Financial 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	$1.27M	Sell	26,930 -2,185	-8%	-$104K	0.14%	103
2025 Q4	$1.38M	Sell	29,115 -1,619	-5%	-$77K	0.15%	91
2025 Q3	$1.46M	Sell	30,734 -755	-2%	-$35.5K	0.17%	82
2025 Q2	$1.47M	Sell	31,489 -46,033	-59%	-$2.14M	0.19%	72
2025 Q1	$3.65M	Buy	77,522 +965	+1%	+$44.9K	0.55%	43
2024 Q4	$3.53M	Buy	+76,557	New	+$3.59M	0.55%	44

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 $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 $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

Goldstone Financial Group's JCPB Position: Q1 2026 in Review

Goldstone Financial Group reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.5% in Q1 2026, selling an estimated $104K and leaving 26,930 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #103.

Goldstone Financial Group first reported a position in JCPB in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.65M in Q1 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Goldstone Financial Group held 26,930 shares of JPMorgan Core Plus Bond ETF worth $1.27M as of Q1 2026.
Goldstone Financial Group sold 2,185 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $104K.
JPMorgan Core Plus Bond ETF made up 0.14% of Goldstone Financial Group's portfolio in Q1 2026, its #103 holding.
Goldstone Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 6 quarters since.
Goldstone Financial Group's JPMorgan Core Plus Bond ETF position peaked at $3.65M in Q1 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.