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

Greenbush 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 		$11.1M Buy
235,787
+32,280
+16% +$1.53M 3.68% 12
2025
Q4 		$9.64M Buy
203,507
+21,597
+12% +$1.03M 3.28% 15
2025
Q3 		$8.65M Buy
181,910
+18,941
+12% +$891K 3.32% 14
2025
Q2 		$7.67M Buy
162,969
+11,378
+8% +$529K 3.34% 14
2025
Q1 		$7.13M Buy
151,591
+7,050
+5% +$328K 3.55% 15
2024
Q4 		$6.66M Buy
+144,541
New +$6.78M 3.51% 13

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 $8.89B AUM 25.87% 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

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

Greenbush Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 16% in Q1 2026, buying an estimated $1.53M and bringing the position to 235,787 shares worth $11.1M. The position accounts for 3.68% of the portfolio, ranked #12.

Greenbush Financial Group first reported a position in JCPB in Q4 2024 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Greenbush Financial Group held 235,787 shares of JPMorgan Core Plus Bond ETF worth $11.1M as of Q1 2026.
  • Greenbush Financial Group bought 32,280 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.53M.
  • JPMorgan Core Plus Bond ETF made up 3.68% of Greenbush Financial Group's portfolio in Q1 2026, its #12 holding.
  • Greenbush Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Greenbush Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.