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SOL Capital Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

SOL Capital 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 		– Sell
-6,260
Closed -$296K – 184
2025
Q4 		$296K Hold
6,260
– – 0.03% 273
2025
Q3 		$298K Sell
6,260
-100
-2% -$4.71K 0.03% 268
2025
Q2 		$299K Buy
6,360
+180
+3% +$8.36K 0.03% 265
2025
Q1 		$291K Sell
6,180
-55
-0.9% -$2.56K 0.03% 267
2024
Q4 		$287K Buy
6,235
+1,760
+39% +$82.5K 0.03% 270
2024
Q3 		$216K Buy
+4,475
New +$213K 0.02% 296

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
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

SOL Capital Management's JCPB Position: Q1 2026 in Review

SOL Capital Management sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026, closing a stake of 6,260 shares — an estimated $296K sold.

SOL Capital Management first reported a position in JCPB in Q3 2024 and held it in 6 quarters. The position peaked at $299K in Q2 2025. 481 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • SOL Capital Management reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 6,260 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $296K.
  • SOL Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and held it in 6 quarters.
  • SOL Capital Management's JPMorgan Core Plus Bond ETF position peaked at $299K in Q2 2025.
  • 481 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.