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Guardian Wealth Advisors (North Carolina)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$28.9M Buy
614,474
+32,679
+6% +$1.55M 1.82% 13
2025
Q4 		$27.6M Buy
581,795
+13,702
+2% +$652K 1.71% 14
2025
Q3 		$27M Buy
568,093
+58,203
+11% +$2.74M 1.75% 14
2025
Q2 		$24M Buy
509,890
+39,701
+8% +$1.84M 1.69% 12
2025
Q1 		$22.1M Buy
470,189
+21,655
+5% +$1.01M 1.77% 10
2024
Q4 		$20.7M Buy
448,534
+97,542
+28% +$4.57M 1.63% 13
2024
Q3 		$16.9M Buy
350,992
+14,270
+4% +$678K 1.8% 13
2024
Q2 		$15.6M Buy
336,722
+26,643
+9% +$1.22M 1.82% 12
2024
Q1 		$14.5M Sell
310,079
-12,922
-4% -$601K 1.77% 13
2023
Q4 		$15.2M Sell
323,001
-15,485
-5% -$699K 2.31% 10
2023
Q3 		$15.1M Buy
338,486
+322,836
+2,063% +$14.8M 2.57% 9
2023
Q2 		$729K Sell
15,650
-5,848
-27% -$275K 0.12% 94
2023
Q1 		$1.02M Sell
21,498
-1,419
-6% -$66.6K 0.18% 73
2022
Q4 		$1.06M Sell
22,917
-3,913
-15% -$180K 0.2% 62
2022
Q3 		$1.23M Buy
26,830
+3,683
+16% +$177K 0.23% 51
2022
Q2 		$1.11M Buy
+23,147
New +$1.13M 0.2% 57

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

Guardian Wealth Advisors (North Carolina)'s JCPB Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.6% in Q1 2026, buying an estimated $1.55M and bringing the position to 614,474 shares worth $28.9M. The position accounts for 1.82% of the portfolio, ranked #13.

Guardian Wealth Advisors (North Carolina) first reported a position in JCPB in Q2 2022 and has held it in 16 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 614,474 shares of JPMorgan Core Plus Bond ETF worth $28.9M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 32,679 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.55M.
  • JPMorgan Core Plus Bond ETF made up 1.82% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #13 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.