Vestmark Advisory Solutions’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Vestmark Advisory Solutions’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	$110M	Buy	2,339,155 +275,913	+13%	+$13.1M	1.22%	11
2025 Q4	$97.7M	Buy	2,063,242 +200,938	+11%	+$9.56M	1.32%	10
2025 Q3	$88.6M	Sell	1,862,304 -1,402,356	-43%	-$66M	1.69%	8
2025 Q2	$154M	Buy	3,264,660 +1,789,454	+121%	+$83.1M	2.22%	6
2025 Q1	$69.4M	Buy	1,475,206 +353,291	+31%	+$16.4M	1.79%	6
2024 Q4	$51.7M	Buy	1,121,915 +169,695	+18%	+$7.96M	1.78%	7
2024 Q3	$45.9M	Buy	952,220 +135,752	+17%	+$6.45M	1.71%	8
2024 Q2	$37.8M	Buy	816,468 +124,163	+18%	+$5.71M	1.58%	8
2024 Q1	$32.3M	Buy	692,305 +85,148	+14%	+$3.96M	1.39%	9
2023 Q4	$28.6M	Buy	607,157 +47,611	+9%	+$2.15M	1.45%	11
2023 Q3	$25M	Buy	559,546 +160,789	+40%	+$7.36M	1.82%	11
2023 Q2	$18.6M	Sell	398,757 -15,683	-4%	-$737K	0.71%	22
2023 Q1	$19.6M	Buy	414,440 +151,787	+58%	+$7.13M	0.85%	15
2022 Q4	$12.1M	Buy	262,653 +85,819	+49%	+$3.94M	0.59%	26
2022 Q3	$8.11M	Buy	176,834 +50,843	+40%	+$2.44M	0.45%	37
2022 Q2	$6.05M	Buy	125,991 +24,530	+24%	+$1.2M	0.35%	59
2022 Q1	$5.18M	Buy	101,461 +82,112	+424%	+$4.3M	0.29%	70
2021 Q4	$1.05M	Buy	19,349 +13,316	+221%	+$724K	0.06%	355
2021 Q3	$329K	Buy	+6,033	New	+$331K	0.02%	633

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

Vestmark Advisory Solutions's JCPB Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 13% in Q1 2026, buying an estimated $13.1M and bringing the position to 2,339,155 shares worth $110M. The position accounts for 1.22% of the portfolio, ranked #11.

Vestmark Advisory Solutions first reported a position in JCPB in Q3 2021 and has held it in 19 quarters since. The position peaked at $154M in Q2 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Vestmark Advisory Solutions held 2,339,155 shares of JPMorgan Core Plus Bond ETF worth $110M as of Q1 2026.
Vestmark Advisory Solutions bought 275,913 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $13.1M.
JPMorgan Core Plus Bond ETF made up 1.22% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #11 holding.
Vestmark Advisory Solutions first reported a position in JPMorgan Core Plus Bond ETF in Q3 2021 and has held it in 19 quarters since.
Vestmark Advisory Solutions's JPMorgan Core Plus Bond ETF position peaked at $154M in Q2 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.