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

Silverlake 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	$325K	Buy	6,910 +716	+12%	+$34K	0.07%	272
2025 Q4	$293K	Buy	6,194 +13	+0.2%	+$618	0.07%	270
2025 Q3	$294K	Buy	6,181 +5	+0.1%	+$235	0.07%	265
2025 Q2	$291K	Sell	6,176 -2	-0%	-$93	0.08%	246
2025 Q1	$291K	Buy	6,178 +308	+5%	+$14.3K	0.11%	195
2024 Q4	$270K	Buy	5,870 +1,501	+34%	+$70.4K	0.1%	211
2024 Q3	$211K	Buy	+4,369	New	+$208K	0.08%	251
2024 Q2	–	Sell	-4,706	Closed	-$220K	–	287
2024 Q1	$220K	Sell	4,706 -91	-2%	-$4.23K	0.11%	213
2023 Q4	$226K	Sell	4,797 -2,719	-36%	-$123K	0.12%	199
2023 Q3	$336K	Sell	7,516 -1,079	-13%	-$49.4K	0.19%	147
2023 Q2	$400K	Buy	+8,595	New	+$404K	0.22%	115

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

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

Silverlake Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 12% in Q1 2026, buying an estimated $34K and bringing the position to 6,910 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #272.

Silverlake Wealth Management first reported a position in JCPB in Q2 2023 and has held it in 11 quarters since. The position peaked at $400K in Q2 2023. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Silverlake Wealth Management held 6,910 shares of JPMorgan Core Plus Bond ETF worth $325K as of Q1 2026.
Silverlake Wealth Management bought 716 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $34K.
JPMorgan Core Plus Bond ETF made up 0.07% of Silverlake Wealth Management's portfolio in Q1 2026, its #272 holding.
Silverlake Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 11 quarters since.
Silverlake Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $400K in Q2 2023.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.