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

Mutual 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 		$20.9M Buy
444,740
+87,100
+24% +$4.13M 0.45% 35
2025
Q4 		$16.9M Buy
357,640
+13,638
+4% +$649K 0.36% 37
2025
Q3 		$16.5M Buy
344,002
+44,254
+15% +$2.08M 0.36% 40
2025
Q2 		$14M Sell
299,748
-1,413
-0.5% -$65.6K 0.35% 44
2025
Q1 		$14.1M Buy
301,161
+10,716
+4% +$498K 0.4% 39
2024
Q4 		$13.4M Buy
290,445
+17,471
+6% +$819K 0.39% 39
2024
Q3 		$12.8M Buy
272,974
+139,883
+105% +$6.64M 0.37% 39
2024
Q2 		$6.24M Sell
133,091
-1,127
-0.8% -$51.8K 0.19% 109
2024
Q1 		$6.26M Buy
134,218
+7,902
+6% +$368K 0.2% 100
2023
Q4 		$5.95M Buy
126,316
+54,502
+76% +$2.46M 0.21% 102
2023
Q3 		$3.21M Buy
+71,814
New +$3.29M 0.13% 166
2021
Q3 		– Sell
-14,415
Closed -$789K – 882
2021
Q2 		$789K Sell
14,415
-7,585
-34% -$412K 0.05% 414
2021
Q1 		$1.19M Buy
22,000
+8,072
+58% +$442K 0.08% 295
2020
Q4 		$776K Buy
13,928
+1,702
+14% +$95K 0.06% 374
2020
Q3 		$681K Buy
12,226
+900
+8% +$50.3K 0.06% 343
2020
Q2 		$625K Buy
11,326
+3,087
+37% +$169K 0.06% 331
2020
Q1 		$446K Buy
8,239
+281
+4% +$15.1K 0.06% 307
2019
Q4 		$419K Buy
7,958
+3,158
+66% +$168K 0.04% 388
2019
Q3 		$256K Buy
+4,800
New +$254K 0.03% 456

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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 $8.89B AUM 25.87% 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

Mutual Advisors's JCPB Position: Q1 2026 in Review

Mutual Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 24% in Q1 2026, buying an estimated $4.13M and bringing the position to 444,740 shares worth $20.9M. The position accounts for 0.45% of the portfolio, ranked #35.

Mutual Advisors first reported a position in JCPB in Q3 2019 and has held it in 19 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Mutual Advisors held 444,740 shares of JPMorgan Core Plus Bond ETF worth $20.9M as of Q1 2026.
  • Mutual Advisors bought 87,100 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $4.13M.
  • JPMorgan Core Plus Bond ETF made up 0.45% of Mutual Advisors's portfolio in Q1 2026, its #35 holding.
  • Mutual Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2019 and has held it in 19 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.