GSB Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

GSB Wealth 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	$4.18M	Buy	88,713 +5,745	+7%	+$273K	0.94%	29
2025 Q4	$3.93M	Buy	82,968 +5,016	+6%	+$239K	0.89%	33
2025 Q3	$3.71M	Buy	77,952 +2,912	+4%	+$137K	0.84%	36
2025 Q2	$3.53M	Buy	75,040 +1,531	+2%	+$71.1K	0.86%	35
2025 Q1	$3.46M	Sell	73,509 -3,491	-5%	-$162K	0.91%	30
2024 Q4	$3.55M	Buy	77,000 +13,830	+22%	+$648K	0.92%	27
2024 Q3	$3.05M	Buy	63,170 +14,567	+30%	+$692K	0.78%	38
2024 Q2	$2.25M	Buy	48,603 +2,113	+5%	+$97.2K	0.61%	53
2024 Q1	$2.17M	Buy	46,490 +8,665	+23%	+$403K	0.61%	56
2023 Q4	$1.78M	Buy	37,825 +13,420	+55%	+$606K	0.55%	64
2023 Q3	$1.09M	Buy	24,405 +15,805	+184%	+$723K	0.37%	90
2023 Q2	$401K	Buy	+8,600	New	+$404K	0.13%	146

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

GSB Wealth Management's JCPB Position: Q1 2026 in Review

GSB Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.9% in Q1 2026, buying an estimated $273K and bringing the position to 88,713 shares worth $4.18M. The position accounts for 0.94% of the portfolio, ranked #29.

GSB Wealth Management first reported a position in JCPB in Q2 2023 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

GSB Wealth Management held 88,713 shares of JPMorgan Core Plus Bond ETF worth $4.18M as of Q1 2026.
GSB Wealth Management bought 5,745 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $273K.
JPMorgan Core Plus Bond ETF made up 0.94% of GSB Wealth Management's portfolio in Q1 2026, its #29 holding.
GSB Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 12 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.