Lionsbridge Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Lionsbridge Wealth 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	$3.65M	Sell	77,617 -948	-1%	-$45K	3.67%	5
2025 Q4	$3.72M	Buy	78,565 +1,902	+2%	+$90.5K	3.76%	5
2025 Q3	$3.65M	Sell	76,663 -47,448	-38%	-$2.23M	3.59%	5
2025 Q2	$5.84M	Buy	124,111 +4,225	+4%	+$196K	5.81%	3
2025 Q1	$5.64M	Sell	119,886 -14,789	-11%	-$688K	5.01%	4
2024 Q4	$6.2M	Sell	134,675 -5,800	-4%	-$272K	5.21%	3
2024 Q3	$6.78M	Sell	140,475 -2,735	-2%	-$130K	5.35%	3
2024 Q2	$6.63M	Sell	143,210 -1,171	-0.8%	-$53.8K	5.31%	5
2024 Q1	$6.73M	Buy	144,381 +19,745	+16%	+$919K	5.21%	5
2023 Q4	$5.87M	Buy	124,636 +85,354	+217%	+$3.85M	4.69%	4
2023 Q3	$1.75M	Buy	39,282 +674	+2%	+$30.8K	1.66%	24
2023 Q2	$1.8M	Buy	38,608 +786	+2%	+$36.9K	1.61%	23
2023 Q1	$1.79M	Buy	+37,822	New	+$1.78M	1.65%	22

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

Lionsbridge Wealth Management's JCPB Position: Q1 2026 in Review

Lionsbridge Wealth Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.2% in Q1 2026, selling an estimated $45K and leaving 77,617 shares worth $3.65M. The position accounts for 3.67% of the portfolio, ranked #5.

Lionsbridge Wealth Management first reported a position in JCPB in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.78M in Q3 2024. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Lionsbridge Wealth Management held 77,617 shares of JPMorgan Core Plus Bond ETF worth $3.65M as of Q1 2026.
Lionsbridge Wealth Management sold 948 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $45K.
JPMorgan Core Plus Bond ETF made up 3.67% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #5 holding.
Lionsbridge Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 13 quarters since.
Lionsbridge Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $6.78M in Q3 2024.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.