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

Per Stirling 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	$11.5M	Sell	245,262 -3,836	-2%	-$182K	1.28%	24
2025 Q4	$11.8M	Buy	249,098 +210,869	+552%	+$10M	1.32%	24
2025 Q3	$1.82M	Sell	38,229 -105,049	-73%	-$4.94M	0.22%	83
2025 Q2	$6.74M	Sell	143,278 -2,464	-2%	-$114K	0.88%	33
2025 Q1	$6.86M	Sell	145,742 -2,811	-2%	-$131K	0.99%	31
2024 Q4	$6.84M	Sell	148,553 -31,232	-17%	-$1.46M	0.97%	30
2024 Q3	$8.67M	Buy	179,785 +907	+0.5%	+$43.1K	1.2%	19
2024 Q2	$8.29M	Sell	178,878 -4,445	-2%	-$204K	1.33%	18
2024 Q1	$8.55M	Buy	183,323 +5,658	+3%	+$263K	1.43%	17
2023 Q4	$8.37M	Buy	177,665 +7,485	+4%	+$338K	1.53%	16
2023 Q3	$7.6M	Buy	170,180 +18,040	+12%	+$826K	1.58%	16
2023 Q2	$7.09M	Buy	152,140 +131,320	+631%	+$6.17M	1.44%	18
2023 Q1	$987K	Buy	20,820 +1,261	+6%	+$59.2K	0.21%	70
2022 Q4	$898K	Buy	+19,559	New	+$898K	0.16%	84

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 $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

Per Stirling Capital Management's JCPB Position: Q1 2026 in Review

Per Stirling Capital Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.5% in Q1 2026, selling an estimated $182K and leaving 245,262 shares worth $11.5M. The position accounts for 1.28% of the portfolio, ranked #24.

Per Stirling Capital Management first reported a position in JCPB in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.8M in Q4 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Per Stirling Capital Management held 245,262 shares of JPMorgan Core Plus Bond ETF worth $11.5M as of Q1 2026.
Per Stirling Capital Management sold 3,836 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $182K.
JPMorgan Core Plus Bond ETF made up 1.28% of Per Stirling Capital Management's portfolio in Q1 2026, its #24 holding.
Per Stirling Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 14 quarters since.
Per Stirling Capital Management's JPMorgan Core Plus Bond ETF position peaked at $11.8M in Q4 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.