Triad Wealth Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Triad Wealth Partners’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	$12.3M	Buy	261,526 +13,589	+5%	+$645K	0.98%	25
2025 Q4	$11.7M	Buy	247,937 +26,002	+12%	+$1.24M	1.12%	23
2025 Q3	$10.6M	Sell	221,935 -315,302	-59%	-$14.8M	1.36%	18
2025 Q2	$25.3M	Buy	537,237 +62,044	+13%	+$2.88M	5.11%	1
2025 Q1	$22.4M	Buy	475,193 +66,510	+16%	+$3.09M	6.95%	1
2024 Q4	$18.8M	Buy	408,683 +143,468	+54%	+$6.73M	6.8%	2
2024 Q3	$12.8M	Buy	265,215 +104,128	+65%	+$4.95M	6.8%	4
2024 Q2	$7.46M	Buy	161,087 +28,466	+21%	+$1.31M	3.91%	7
2024 Q1	$6.19M	Buy	+132,621	New	+$6.17M	4.75%	7

Other funds holding JCPB

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return