Old Point Trust & Financial Services N A’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Old Point Trust & Financial Services N A’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	$2.36M	Buy	50,103 +8,315	+20%	+$395K	0.76%	43
2025 Q4	$1.98M	Buy	41,788 +14,912	+55%	+$709K	0.62%	44
2025 Q3	$1.28M	Buy	26,876 +16,790	+166%	+$790K	0.41%	56
2025 Q2	$475K	Buy	10,086 +5,065	+101%	+$235K	0.17%	88
2025 Q1	$236K	Buy	5,021 +4,015	+399%	+$187K	0.08%	122
2024 Q4	$46.3K	Buy	+1,006	New	+$47.2K	0.02%	186

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

Old Point Trust & Financial Services N A's JCPB Position: Q1 2026 in Review

Old Point Trust & Financial Services N A increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 20% in Q1 2026, buying an estimated $395K and bringing the position to 50,103 shares worth $2.36M. The position accounts for 0.76% of the portfolio, ranked #43.

Old Point Trust & Financial Services N A 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.

Old Point Trust & Financial Services N A held 50,103 shares of JPMorgan Core Plus Bond ETF worth $2.36M as of Q1 2026.
Old Point Trust & Financial Services N A bought 8,315 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $395K.
JPMorgan Core Plus Bond ETF made up 0.76% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #43 holding.
Old Point Trust & Financial Services N A 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 Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.