Matthew Hamilton Rosenberg’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Matthew Hamilton Rosenberg’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 Q2	$1.82M	Buy	38,841 +1,774	+5%	+$83.2K	0.34%	35
2026 Q1	$1.75M	Sell	37,067 -2,081	-5%	-$98.8K	0.36%	35
2025 Q4	$1.85M	Buy	39,148 +4,324	+12%	+$206K	0.38%	32
2025 Q3	$1.66M	Buy	34,824 +9,822	+39%	+$462K	0.36%	34
2025 Q2	$1.18M	Sell	25,002 -697	-3%	-$32.4K	0.27%	39
2025 Q1	$1.21M	Buy	25,699 +860	+3%	+$40K	0.3%	37
2024 Q4	$1.14M	Buy	24,839 +4,032	+19%	+$189K	0.3%	38
2024 Q3	$1M	Buy	20,807 +2,076	+11%	+$98.6K	0.26%	40
2024 Q2	$859K	Hold	18,731	–	–	0.25%	43
2024 Q1	$864K	Buy	18,731 +607	+3%	+$28.2K	0.25%	45
2023 Q4	$853K	Buy	18,124 +8,555	+89%	+$386K	0.26%	40
2023 Q3	$427K	Buy	9,569 +1,570	+20%	+$71.8K	0.14%	71
2023 Q2	$373K	Buy	+7,999	New	+$376K	0.13%	90

Other funds holding JCPB

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Matthew Hamilton Rosenberg's JCPB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.8% in Q2 2026, buying an estimated $83.2K and bringing the position to 38,841 shares worth $1.82M. The position accounts for 0.34% of the portfolio, ranked #35.

Matthew Hamilton Rosenberg first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.85M in Q4 2025. 92 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Matthew Hamilton Rosenberg held 38,841 shares of JPMorgan Core Plus Bond ETF worth $1.82M as of Q2 2026.
Matthew Hamilton Rosenberg bought 1,774 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $83.2K.
JPMorgan Core Plus Bond ETF made up 0.34% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #35 holding.
Matthew Hamilton Rosenberg first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
Matthew Hamilton Rosenberg's JPMorgan Core Plus Bond ETF position peaked at $1.85M in Q4 2025.
92 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.