Tarbox Family Office’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Tarbox Family Office’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	$28.1M	Sell	597,818 -10,024	-2%	-$476K	4.57%	4
2025 Q4	$28.8M	Buy	607,842 +25,771	+4%	+$1.23M	4.63%	4
2025 Q3	$27.7M	Buy	582,071 +34,152	+6%	+$1.61M	4.06%	5
2025 Q2	$25.8M	Buy	547,919 +138,617	+34%	+$6.44M	3.88%	5
2025 Q1	$19.3M	Buy	409,302 +199,731	+95%	+$9.29M	3.2%	7
2024 Q4	$9.65M	Buy	209,571 +125,039	+148%	+$5.86M	1.59%	13
2024 Q3	$4.08M	Buy	84,532 +78,143	+1,223%	+$3.71M	0.67%	19
2024 Q2	$296K	Buy	+6,389	New	+$294K	0.05%	86

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 $10.6B AUM 34.1% 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

Tarbox Family Office's JCPB Position: Q1 2026 in Review

Tarbox Family Office reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.6% in Q1 2026, selling an estimated $476K and leaving 597,818 shares worth $28.1M. The position accounts for 4.57% of the portfolio, ranked #4.

Tarbox Family Office first reported a position in JCPB in Q2 2024 and has held it in 8 quarters since. The position peaked at $28.8M in Q4 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Tarbox Family Office held 597,818 shares of JPMorgan Core Plus Bond ETF worth $28.1M as of Q1 2026.
Tarbox Family Office sold 10,024 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $476K.
JPMorgan Core Plus Bond ETF made up 4.57% of Tarbox Family Office's portfolio in Q1 2026, its #4 holding.
Tarbox Family Office first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 8 quarters since.
Tarbox Family Office's JPMorgan Core Plus Bond ETF position peaked at $28.8M in Q4 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.