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

Tradition 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	$37.5M	Buy	796,523 +32,997	+4%	+$1.57M	2.67%	3
2025 Q4	$36.2M	Buy	763,526 +18,385	+2%	+$875K	2.59%	4
2025 Q3	$35.4M	Sell	745,141 -116,544	-14%	-$5.48M	2.62%	4
2025 Q2	$40.6M	Buy	861,685 +27,808	+3%	+$1.29M	3.24%	2
2025 Q1	$39.2M	Buy	833,877 +50,466	+6%	+$2.35M	3.45%	2
2024 Q4	$36.1M	Buy	783,411 +147,258	+23%	+$6.9M	3.18%	3
2024 Q3	$30.7M	Buy	636,153 +37,411	+6%	+$1.78M	2.74%	3
2024 Q2	$27.7M	Buy	598,742 +463,797	+344%	+$21.3M	2.68%	3
2024 Q1	$6.29M	Buy	134,945 +64,217	+91%	+$2.99M	0.64%	41
2023 Q4	$3.33M	Buy	+70,728	New	+$3.19M	0.35%	61

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

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

Tradition Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.3% in Q1 2026, buying an estimated $1.57M and bringing the position to 796,523 shares worth $37.5M. The position accounts for 2.67% of the portfolio, ranked #3.

Tradition Wealth Management first reported a position in JCPB in Q4 2023 and has held it in 10 quarters since. The position peaked at $40.6M in Q2 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Tradition Wealth Management held 796,523 shares of JPMorgan Core Plus Bond ETF worth $37.5M as of Q1 2026.
Tradition Wealth Management bought 32,997 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.57M.
JPMorgan Core Plus Bond ETF made up 2.67% of Tradition Wealth Management's portfolio in Q1 2026, its #3 holding.
Tradition Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
Tradition Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $40.6M in Q2 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

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