Peterson Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Peterson Wealth Advisors’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	$21.2M	Buy	450,648 +7,124	+2%	+$338K	2.82%	10
2025 Q4	$21M	Buy	443,524 +54,021	+14%	+$2.57M	2.8%	10
2025 Q3	$18.5M	Buy	389,503 +24,315	+7%	+$1.14M	2.76%	8
2025 Q2	$17.2M	Buy	365,188 +956	+0.3%	+$44.4K	2.84%	8
2025 Q1	$17M	Buy	364,232 +26,037	+8%	+$1.21M	3.28%	8
2024 Q4	$15.6M	Sell	338,195 -23,753	-7%	-$1.11M	2.8%	9
2024 Q3	$17.5M	Buy	361,948 +19,442	+6%	+$924K	3.3%	7
2024 Q2	$15.9M	Buy	342,506 +10,120	+3%	+$465K	3.33%	8
2024 Q1	$15.5M	Buy	332,386 +26,068	+9%	+$1.21M	3.29%	8
2023 Q4	$14.4M	Sell	306,318 -58,439	-16%	-$2.64M	3.42%	8
2023 Q3	$16.3M	Buy	364,757 +4,907	+1%	+$225K	4.38%	7
2023 Q2	$16.7M	Sell	359,850 -25,874	-7%	-$1.22M	4.41%	7
2023 Q1	$18.3M	Sell	385,724 -1,275	-0.3%	-$59.9K	5.03%	6
2022 Q4	$17.8M	Sell	386,999 -38,237	-9%	-$1.76M	5.37%	6
2022 Q3	$19.5M	Sell	425,236 -1,470	-0.3%	-$70.5K	6.55%	5
2022 Q2	$20.5M	Buy	+426,706	New	+$20.8M	6.77%	5

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

Peterson Wealth Advisors's JCPB Position: Q1 2026 in Review

Peterson Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.6% in Q1 2026, buying an estimated $338K and bringing the position to 450,648 shares worth $21.2M. The position accounts for 2.82% of the portfolio, ranked #10.

Peterson Wealth Advisors first reported a position in JCPB in Q2 2022 and has held it in 16 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Peterson Wealth Advisors held 450,648 shares of JPMorgan Core Plus Bond ETF worth $21.2M as of Q1 2026.
Peterson Wealth Advisors bought 7,124 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $338K.
JPMorgan Core Plus Bond ETF made up 2.82% of Peterson Wealth Advisors's portfolio in Q1 2026, its #10 holding.
Peterson Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 16 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.