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

Medallion Wealth Advisors’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 		$4.39M Buy
93,271
+4,050
+5% +$192K 1.43% 9
2025
Q4 		$4.22M Buy
89,221
+6,251
+8% +$297K 1.42% 10
2025
Q3 		$3.95M Buy
82,970
+14,208
+21% +$669K 1.4% 11
2025
Q2 		$3.22M Buy
68,762
+14,646
+27% +$680K 1.25% 13
2025
Q1 		$2.54M Sell
54,116
-2,650
-5% -$123K 1.15% 17
2024
Q4 		$2.62M Buy
+56,766
New +$2.66M 1.3% 14

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 $10.6B AUM 34.1% 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

Medallion Wealth Advisors's JCPB Position: Q1 2026 in Review

Medallion Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.5% in Q1 2026, buying an estimated $192K and bringing the position to 93,271 shares worth $4.39M. The position accounts for 1.43% of the portfolio, ranked #9.

Medallion Wealth Advisors first reported a position in JCPB in Q4 2024 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Medallion Wealth Advisors held 93,271 shares of JPMorgan Core Plus Bond ETF worth $4.39M as of Q1 2026.
  • Medallion Wealth Advisors bought 4,050 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $192K.
  • JPMorgan Core Plus Bond ETF made up 1.43% of Medallion Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Medallion Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.