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

Maia Wealth’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 		$477K Sell
10,142
-7,954
-44% -$377K 0.08% 222
2025
Q4 		$865K Sell
18,096
-16,678
-48% -$793K 0.15% 154
2025
Q3 		$1.65M Buy
34,774
+3,189
+10% +$150K 0.28% 102
2025
Q2 		$1.49M Buy
31,585
+17,171
+119% +$798K 0.28% 95
2025
Q1 		$666K Buy
+14,414
New +$670K 0.15% 146

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 $8.89B AUM 25.87% 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

Maia Wealth's JCPB Position: Q1 2026 in Review

Maia Wealth reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 44% in Q1 2026, selling an estimated $377K and leaving 10,142 shares worth $477K. The position accounts for 0.08% of the portfolio, ranked #222.

Maia Wealth first reported a position in JCPB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.65M in Q3 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Maia Wealth held 10,142 shares of JPMorgan Core Plus Bond ETF worth $477K as of Q1 2026.
  • Maia Wealth sold 7,954 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $377K.
  • JPMorgan Core Plus Bond ETF made up 0.08% of Maia Wealth's portfolio in Q1 2026, its #222 holding.
  • Maia Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Maia Wealth's JPMorgan Core Plus Bond ETF position peaked at $1.65M in Q3 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.