MidAtlantic Capital Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

MidAtlantic Capital Management’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	$2.96M	Sell	62,834 -1,750	-3%	-$83K	2.04%	14
2025 Q4	$3.06M	Buy	64,584 +2,156	+3%	+$103K	1.96%	14
2025 Q3	$2.97M	Sell	62,428 -919	-1%	-$43.3K	2.03%	14
2025 Q2	$2.98M	Buy	63,347 +1,608	+3%	+$74.7K	2.12%	14
2025 Q1	$2.9M	Sell	61,739 -212	-0.3%	-$9.86K	2.28%	14
2024 Q4	$2.85M	Sell	61,951 -2,396	-4%	-$112K	2.09%	13
2024 Q3	$3.1M	Buy	64,347 +49,574	+336%	+$2.35M	2.27%	12
2024 Q2	$684K	Buy	14,773 +446	+3%	+$20.5K	0.57%	43
2024 Q1	$668K	Hold	14,327	–	–	0.59%	41
2023 Q4	$675K	Buy	+14,327	New	+$647K	0.66%	39

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

MidAtlantic Capital Management's JCPB Position: Q1 2026 in Review

MidAtlantic Capital Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.7% in Q1 2026, selling an estimated $83K and leaving 62,834 shares worth $2.96M. The position accounts for 2.04% of the portfolio, ranked #14.

MidAtlantic Capital Management first reported a position in JCPB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.1M in Q3 2024. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

MidAtlantic Capital Management held 62,834 shares of JPMorgan Core Plus Bond ETF worth $2.96M as of Q1 2026.
MidAtlantic Capital Management sold 1,750 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $83K.
JPMorgan Core Plus Bond ETF made up 2.04% of MidAtlantic Capital Management's portfolio in Q1 2026, its #14 holding.
MidAtlantic Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's JPMorgan Core Plus Bond ETF position peaked at $3.1M in Q3 2024.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.