Gotham Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Gotham Asset Management’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	$3.63M	Buy	77,111 +3,225	+4%	+$153K	0.01%	951
2025 Q4	$3.5M	Hold	73,886	–	–	0.01%	894
2025 Q3	$3.51M	Buy	73,886 +3,086	+4%	+$145K	0.02%	865
2025 Q2	$3.33M	Buy	70,800 +3,105	+5%	+$144K	0.02%	771
2025 Q1	$3.18M	Hold	67,695	–	–	0.03%	653
2024 Q4	$3.12M	Buy	67,695 +3,564	+6%	+$167K	0.03%	624
2024 Q3	$3.09M	Buy	64,131 +1,102	+2%	+$52.3K	0.03%	612
2024 Q2	$2.92M	Buy	63,029 +2,014	+3%	+$92.6K	0.04%	575
2024 Q1	$2.85M	Buy	61,015 +3,225	+6%	+$150K	0.04%	537
2023 Q4	$2.72M	Buy	+57,790	New	+$2.61M	0.05%	493

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

Gotham Asset Management's JCPB Position: Q1 2026 in Review

Gotham Asset Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.4% in Q1 2026, buying an estimated $153K and bringing the position to 77,111 shares worth $3.63M. The position accounts for 0.01% of the portfolio, ranked #951.

Gotham Asset Management first reported a position in JCPB in Q4 2023 and has held it in 10 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Gotham Asset Management held 77,111 shares of JPMorgan Core Plus Bond ETF worth $3.63M as of Q1 2026.
Gotham Asset Management bought 3,225 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $153K.
JPMorgan Core Plus Bond ETF made up 0.01% of Gotham Asset Management's portfolio in Q1 2026, its #951 holding.
Gotham Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.