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Trinity Legacy Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Trinity Legacy 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 		$18.6M Buy
393,021
+27,688
+8% +$1.31M 4.03% 1
2025
Q4 		$17.3M Buy
365,333
+16,332
+5% +$777K 3.97% 1
2025
Q3 		$16.6M Buy
349,001
+3,161
+0.9% +$149K 3.83% 2
2025
Q2 		$16.1M Buy
345,840
+7,534
+2% +$350K 3.9% 1
2025
Q1 		$15.6M Buy
338,306
+65,361
+24% +$3.04M 3.95% 1
2024
Q4 		$12.6M Sell
272,945
-33,876
-11% -$1.59M 3.24% 4
2024
Q3 		$14.5M Buy
306,821
+22,503
+8% +$1.07M 3.73% 2
2024
Q2 		$13.2M Buy
284,318
+3,248
+1% +$149K 3.75% 3
2024
Q1 		$13.1M Buy
281,070
+32,264
+13% +$1.5M 3.84% 4
2023
Q4 		$11.7M Sell
248,806
-7,626
-3% -$344K 3.69% 4
2023
Q3 		$11.5M Buy
256,432
+84,231
+49% +$3.85M 3.96% 3
2023
Q2 		$8.02M Buy
+172,201
New +$8.09M 2.8% 9

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

Trinity Legacy Partners's JCPB Position: Q1 2026 in Review

Trinity Legacy Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.6% in Q1 2026, buying an estimated $1.31M and bringing the position to 393,021 shares worth $18.6M. The position accounts for 4.03% of the portfolio, ranked #1.

Trinity Legacy Partners first reported a position in JCPB in Q2 2023 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Trinity Legacy Partners held 393,021 shares of JPMorgan Core Plus Bond ETF worth $18.6M as of Q1 2026.
  • Trinity Legacy Partners bought 27,688 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.31M.
  • JPMorgan Core Plus Bond ETF made up 4.03% of Trinity Legacy Partners's portfolio in Q1 2026, its #1 holding.
  • Trinity Legacy Partners first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.