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TBH Global Asset Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

TBH Global Asset 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 		$4.35M Buy
92,435
+47,487
+106% +$2.25M 0.88% 26
2025
Q4 		$2.13M Buy
44,948
+38,158
+562% +$1.82M 0.36% 64
2025
Q3 		$323K Buy
+6,790
New +$320K 0.06% 212

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

TBH Global Asset Management's JCPB Position: Q1 2026 in Review

TBH Global Asset Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 106% in Q1 2026, buying an estimated $2.25M and bringing the position to 92,435 shares worth $4.35M. The position accounts for 0.88% of the portfolio, ranked #26.

TBH Global Asset Management first reported a position in JCPB in Q3 2025 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • TBH Global Asset Management held 92,435 shares of JPMorgan Core Plus Bond ETF worth $4.35M as of Q1 2026.
  • TBH Global Asset Management bought 47,487 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $2.25M.
  • JPMorgan Core Plus Bond ETF made up 0.88% of TBH Global Asset Management's portfolio in Q1 2026, its #26 holding.
  • TBH Global Asset Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.