PWM
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Perigon Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Perigon Wealth 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 		$10.1M Buy
214,297
+9,890
+5% +$469K 0.18% 113
2025
Q4 		$9.68M Buy
204,407
+8,771
+4% +$417K 0.17% 115
2025
Q3 		$9.3M Buy
195,636
+16,817
+9% +$791K 0.19% 112
2025
Q2 		$8.42M Sell
178,819
-1,262
-0.7% -$58.6K 0.2% 109
2025
Q1 		$8.47M Sell
180,081
-89,937
-33% -$4.18M 0.22% 106
2024
Q4 		$12.5M Buy
270,018
+86,883
+47% +$4.07M 0.31% 68
2024
Q3 		$8.83M Buy
+183,135
New +$8.7M 0.23% 96

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

Perigon Wealth Management's JCPB Position: Q1 2026 in Review

Perigon Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.8% in Q1 2026, buying an estimated $469K and bringing the position to 214,297 shares worth $10.1M. The position accounts for 0.18% of the portfolio, ranked #113.

Perigon Wealth Management first reported a position in JCPB in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.5M in Q4 2024. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Perigon Wealth Management held 214,297 shares of JPMorgan Core Plus Bond ETF worth $10.1M as of Q1 2026.
  • Perigon Wealth Management bought 9,890 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $469K.
  • JPMorgan Core Plus Bond ETF made up 0.18% of Perigon Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Perigon Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Perigon Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $12.5M in Q4 2024.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.