Joseph Group Capital Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Joseph Group Capital 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	$38.8M	Buy	825,177 +32,319	+4%	+$1.53M	9.7%	1
2025 Q4	$37.5M	Sell	792,858 -13,102	-2%	-$623K	9.86%	1
2025 Q3	$38.3M	Buy	805,960 +24,742	+3%	+$1.16M	10.81%	1
2025 Q2	$36.8M	Buy	781,218 +14,723	+2%	+$684K	12.34%	1
2025 Q1	$36.1M	Buy	766,495 +13,086	+2%	+$609K	13.78%	1
2024 Q4	$34.7M	Buy	753,409 +54,777	+8%	+$2.57M	13.68%	1
2024 Q3	$33.7M	Buy	+698,632	New	+$33.2M	12.89%	1
2024 Q1	–	Sell	-743	Closed	-$35K	–	85
2023 Q4	$35K	Buy	+743	New	+$33.5K	0.02%	70

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

Joseph Group Capital Management's JCPB Position: Q1 2026 in Review

Joseph Group Capital Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.1% in Q1 2026, buying an estimated $1.53M and bringing the position to 825,177 shares worth $38.8M. The position accounts for 9.7% of the portfolio, ranked #1.

Joseph Group Capital Management first reported a position in JCPB in Q4 2023 and has held it in 8 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Joseph Group Capital Management held 825,177 shares of JPMorgan Core Plus Bond ETF worth $38.8M as of Q1 2026.
Joseph Group Capital Management bought 32,319 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.53M.
JPMorgan Core Plus Bond ETF made up 9.7% of Joseph Group Capital Management's portfolio in Q1 2026, its #1 holding.
Joseph Group Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 8 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.