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Rossby Financial’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Rossby Financial’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 		$7.59K Hold
162
– – ﹤0.01% 1354
2025
Q4 		$7.67K Hold
162
– – ﹤0.01% 1004
2025
Q3 		$7.69K Hold
162
– – ﹤0.01% 910
2025
Q2 		$7.62K Hold
162
– – ﹤0.01% 838
2025
Q1 		$7.58K Buy
+162
New +$7.53K ﹤0.01% 762

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

Rossby Financial's JCPB Position: Q1 2026 in Review

Rossby Financial held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q1 2026 at 162 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Rossby Financial first reported a position in JCPB in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.69K in Q3 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Rossby Financial held 162 shares of JPMorgan Core Plus Bond ETF worth $7.59K as of Q1 2026.
  • Rossby Financial left its JPMorgan Core Plus Bond ETF share count unchanged in Q1 2026.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1354 holding.
  • Rossby Financial first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's JPMorgan Core Plus Bond ETF position peaked at $7.69K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.