Leo Wealth LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Leo Wealth LLC’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	$5.1M	Buy	108,334 +2,304	+2%	+$109K	0.37%	52
2025 Q4	$5.02M	Buy	+106,030	New	+$5.04M	0.36%	52
2025 Q3	–	Sell	-87,289	Closed	-$4.11M	–	346
2025 Q2	$4.11M	Buy	+87,289	New	+$4.05M	0.32%	59
2025 Q1	–	Sell	-77,373	Closed	-$3.56M	–	328
2024 Q4	$3.56M	Buy	77,373 +10,942	+16%	+$513K	0.32%	57
2024 Q3	$3.2M	Buy	66,431 +30,780	+86%	+$1.46M	0.29%	61
2024 Q2	$1.64M	Sell	35,651 -170,554	-83%	-$7.84M	0.17%	105
2024 Q1	$9.52M	Buy	206,205 +19,782	+11%	+$920K	0.97%	21
2023 Q4	$8.7M	Buy	+186,423	New	+$8.42M	0.9%	21

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

Leo Wealth LLC's JCPB Position: Q1 2026 in Review

Leo Wealth LLC increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.2% in Q1 2026, buying an estimated $109K and bringing the position to 108,334 shares worth $5.1M. The position accounts for 0.37% of the portfolio, ranked #52.

Leo Wealth LLC first reported a position in JCPB in Q4 2023 and has held it in 8 quarters since. The position peaked at $9.52M in Q1 2024. 481 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Leo Wealth LLC held 108,334 shares of JPMorgan Core Plus Bond ETF worth $5.1M as of Q1 2026.
Leo Wealth LLC bought 2,304 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $109K.
JPMorgan Core Plus Bond ETF made up 0.37% of Leo Wealth LLC's portfolio in Q1 2026, its #52 holding.
Leo Wealth LLC first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 8 quarters since.
Leo Wealth LLC's JPMorgan Core Plus Bond ETF position peaked at $9.52M in Q1 2024.
481 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.