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Kingswood Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Kingswood Wealth Advisors’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
-37,404
Closed -$1.77M – 949
2025
Q4 		$1.77M Buy
+37,404
New +$1.78M 0.09% 238

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 $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

Kingswood Wealth Advisors's JCPB Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026, closing a stake of 37,404 shares — an estimated $1.77M sold.

Kingswood Wealth Advisors first reported a position in JCPB in Q4 2025 and held it in 1 quarter. The position peaked at $1.77M in Q4 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 37,404 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.77M.
  • Kingswood Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $1.77M in Q4 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.