Kestra Investment Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Kestra Investment 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	–	Sell	-8,077	Closed	-$382K	–	481
2025 Q4	$382K	Buy	8,077 +67	+0.8%	+$3.19K	0.01%	320
2025 Q3	$381K	Buy	8,010 +804	+11%	+$37.8K	0.01%	319
2025 Q2	$339K	Buy	+7,206	New	+$335K	0.01%	348
2025 Q1	–	Sell	-4,094	Closed	-$189K	–	1200
2024 Q4	$189K	Buy	+4,094	New	+$192K	0.01%	362

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Kestra Investment Management's JCPB Position: Q1 2026 in Review

Kestra Investment Management sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026, closing a stake of 8,077 shares — an estimated $382K sold.

Kestra Investment Management first reported a position in JCPB in Q4 2024 and held it in 4 quarters. The position peaked at $382K in Q4 2025. 483 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Kestra Investment Management reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
Kestra Investment Management sold 8,077 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $382K.
Kestra Investment Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and held it in 4 quarters.
Kestra Investment Management's JPMorgan Core Plus Bond ETF position peaked at $382K in Q4 2025.
483 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.