Mayfair Advisory Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Mayfair Advisory Group’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	$3.82M	Buy	81,134 +14,818	+22%	+$703K	1.33%	18
2025 Q4	$3.14M	Buy	66,316 +24,298	+58%	+$1.16M	1.22%	21
2025 Q3	$2M	Buy	42,018 +159	+0.4%	+$7.48K	0.86%	31
2025 Q2	$1.96M	Buy	41,859 +25,842	+161%	+$1.2M	0.93%	30
2025 Q1	$753K	Buy	16,017 +10,700	+201%	+$498K	0.43%	46
2024 Q4	$245K	Buy	5,317 +200	+4%	+$9.38K	0.14%	130
2024 Q3	$243K	Hold	5,117	–	–	0.15%	128
2024 Q2	$240K	Hold	5,117	–	–	0.16%	117
2024 Q1	$239K	Hold	5,117	–	–	0.17%	120
2023 Q4	$240K	Hold	5,117	–	–	0.2%	107
2023 Q3	$227K	Hold	5,117	–	–	0.22%	106
2023 Q2	$235K	Buy	+5,117	New	+$241K	0.23%	101

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

Mayfair Advisory Group's JCPB Position: Q1 2026 in Review

Mayfair Advisory Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 22% in Q1 2026, buying an estimated $703K and bringing the position to 81,134 shares worth $3.82M. The position accounts for 1.33% of the portfolio, ranked #18.

Mayfair Advisory Group first reported a position in JCPB in Q2 2023 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Mayfair Advisory Group held 81,134 shares of JPMorgan Core Plus Bond ETF worth $3.82M as of Q1 2026.
Mayfair Advisory Group bought 14,818 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $703K.
JPMorgan Core Plus Bond ETF made up 1.33% of Mayfair Advisory Group's portfolio in Q1 2026, its #18 holding.
Mayfair Advisory Group first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 12 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.