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

Norden 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	–	Sell	-30,465	Closed	-$1.44M	–	654
2025 Q4	$1.44M	Buy	30,465 +369	+1%	+$17.6K	0.14%	130
2025 Q3	$1.43M	Buy	30,096 +318	+1%	+$15K	0.15%	140
2025 Q2	$1.4M	Sell	29,778 -487	-2%	-$22.6K	0.15%	141
2025 Q1	$1.42M	Buy	30,265 +2,600	+9%	+$121K	0.16%	117
2024 Q4	$1.27M	Buy	27,665 +2,462	+10%	+$115K	0.14%	149
2024 Q3	$1.22M	Buy	+25,203	New	+$1.2M	0.14%	155

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Norden Group's JCPB Position: Q1 2026 in Review

Norden Group sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026, closing a stake of 30,465 shares — an estimated $1.44M sold.

Norden Group first reported a position in JCPB in Q3 2024 and held it in 6 quarters. The position peaked at $1.44M in Q4 2025. 483 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Norden Group reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
Norden Group sold 30,465 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.44M.
Norden Group first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and held it in 6 quarters.
Norden Group's JPMorgan Core Plus Bond ETF position peaked at $1.44M in Q4 2025.
483 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.