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

Patten 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	$4.1M	Buy	87,025 +5,848	+7%	+$278K	0.71%	32
2025 Q4	$3.84M	Buy	81,177 +25,925	+47%	+$1.23M	0.71%	31
2025 Q3	$2.63M	Buy	55,252 +5,330	+11%	+$251K	0.51%	52
2025 Q2	$2.35M	Buy	49,922 +6,628	+15%	+$308K	0.5%	55
2025 Q1	$2.04M	Buy	43,294 +4,764	+12%	+$222K	0.47%	59
2024 Q4	$1.78M	Buy	38,530 +7,978	+26%	+$374K	0.39%	71
2024 Q3	$1.47M	Buy	30,552 +6,238	+26%	+$296K	0.33%	92
2024 Q2	$1.13M	Buy	24,314 +7,442	+44%	+$342K	0.27%	107
2024 Q1	$787K	Buy	+16,872	New	+$785K	0.19%	136

Other funds holding JCPB

HWM

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

Patten Group's JCPB Position: Q1 2026 in Review

Patten Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.2% in Q1 2026, buying an estimated $278K and bringing the position to 87,025 shares worth $4.1M. The position accounts for 0.71% of the portfolio, ranked #32.

Patten Group first reported a position in JCPB in Q1 2024 and has held it in 9 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Patten Group held 87,025 shares of JPMorgan Core Plus Bond ETF worth $4.1M as of Q1 2026.
Patten Group bought 5,848 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $278K.
JPMorgan Core Plus Bond ETF made up 0.71% of Patten Group's portfolio in Q1 2026, its #32 holding.
Patten Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.