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

Signet Financial 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	$680K	Sell	14,445 -52	-0.4%	-$2.47K	0.08%	186
2025 Q4	$686K	Buy	14,497 +943	+7%	+$44.9K	0.08%	186
2025 Q3	$645K	Buy	13,554 +147	+1%	+$6.92K	0.07%	187
2025 Q2	$631K	Sell	13,407 -211	-2%	-$9.8K	0.08%	192
2025 Q1	$641K	Sell	13,618 -2,520	-16%	-$117K	0.09%	188
2024 Q4	$744K	Buy	16,138 +1,581	+11%	+$74.1K	0.09%	167
2024 Q3	$702K	Buy	14,557 +587	+4%	+$27.9K	0.09%	173
2024 Q2	$647K	Buy	13,970 +1,676	+14%	+$77.1K	0.09%	176
2024 Q1	$573K	Buy	12,294 +1,534	+14%	+$71.4K	0.08%	188
2023 Q4	$507K	Buy	10,760 +1,373	+15%	+$62K	0.08%	190
2023 Q3	$419K	Buy	9,387 +1,729	+23%	+$79.1K	0.07%	198
2023 Q2	$357K	Buy	7,658 +414	+6%	+$19.5K	0.06%	217
2023 Q1	$343K	Buy	7,244 +2,329	+47%	+$109K	0.06%	214
2022 Q4	$226K	Buy	+4,915	New	+$226K	0.04%	241

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Signet Financial Management's JCPB Position: Q1 2026 in Review

Signet Financial Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.36% in Q1 2026, selling an estimated $2.47K and leaving 14,445 shares worth $680K. The position accounts for 0.08% of the portfolio, ranked #186.

Signet Financial Management first reported a position in JCPB in Q4 2022 and has held it in 14 quarters since. The position peaked at $744K in Q4 2024. 483 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Signet Financial Management held 14,445 shares of JPMorgan Core Plus Bond ETF worth $680K as of Q1 2026.
Signet Financial Management sold 52 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $2.47K.
JPMorgan Core Plus Bond ETF made up 0.08% of Signet Financial Management's portfolio in Q1 2026, its #186 holding.
Signet Financial Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2022 and has held it in 14 quarters since.
Signet Financial Management's JPMorgan Core Plus Bond ETF position peaked at $744K in Q4 2024.
483 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.