TruWealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

TruWealth Advisors’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	$4.86M	Buy	103,274 +2,755	+3%	+$131K	0.23%	69
2025 Q4	$4.76M	Buy	100,519 +882	+0.9%	+$42K	0.23%	68
2025 Q3	$4.74M	Buy	99,637 +2,925	+3%	+$138K	0.24%	62
2025 Q2	$4.55M	Buy	96,712 +1,186	+1%	+$55.1K	0.25%	63
2025 Q1	$4.49M	Buy	95,526 +6,838	+8%	+$318K	0.27%	54
2024 Q4	$4.09M	Buy	88,688 +996	+1%	+$46.7K	0.25%	58
2024 Q3	$4.23M	Buy	87,692 +2,946	+3%	+$140K	0.26%	56
2024 Q2	$3.93M	Buy	84,746 +1,136	+1%	+$52.2K	0.26%	55
2024 Q1	$3.9M	Buy	83,610 +5,634	+7%	+$262K	0.27%	55
2023 Q4	$3.67M	Buy	+77,976	New	+$3.52M	0.28%	50

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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 $8.89B AUM 25.87% 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

TruWealth Advisors's JCPB Position: Q1 2026 in Review

TruWealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.7% in Q1 2026, buying an estimated $131K and bringing the position to 103,274 shares worth $4.86M. The position accounts for 0.23% of the portfolio, ranked #69.

TruWealth Advisors first reported a position in JCPB in Q4 2023 and has held it in 10 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

TruWealth Advisors held 103,274 shares of JPMorgan Core Plus Bond ETF worth $4.86M as of Q1 2026.
TruWealth Advisors bought 2,755 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $131K.
JPMorgan Core Plus Bond ETF made up 0.23% of TruWealth Advisors's portfolio in Q1 2026, its #69 holding.
TruWealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.