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 Q3	$1.65M	Sell	36,928 -1,913	-5%	-$88.1K	0.3%	43
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Matthew Hamilton Rosenberg's JCPB Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.9% in Q3 2026, selling an estimated $88.1K and leaving 36,928 shares worth $1.65M. The position accounts for 0.3% of the portfolio, ranked #43.

Matthew Hamilton Rosenberg first reported a position in JCPB in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.85M in Q4 2025. 164 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Matthew Hamilton Rosenberg held 36,928 shares of JPMorgan Core Plus Bond ETF worth $1.65M as of Q3 2026.
Matthew Hamilton Rosenberg sold 1,913 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $88.1K.
JPMorgan Core Plus Bond ETF made up 0.3% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #43 holding.
Matthew Hamilton Rosenberg first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 14 quarters since.
Matthew Hamilton Rosenberg's JPMorgan Core Plus Bond ETF position peaked at $1.85M in Q4 2025.
164 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.