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Wayfinding Financial’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Wayfinding Financial’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 		$1.86M Buy
39,436
+9,244
+31% +$439K 0.81% 28
2025
Q4 		$1.44M Buy
30,192
+468
+2% +$22.3K 0.61% 33
2025
Q3 		$1.41M Buy
29,724
+1,760
+6% +$82.8K 0.61% 34
2025
Q2 		$1.31M Buy
27,964
+1,822
+7% +$84.6K 0.59% 36
2025
Q1 		$1.23M Buy
26,142
+6,428
+33% +$299K 0.54% 35
2024
Q4 		$912K Buy
19,714
+2,420
+14% +$113K 0.49% 39
2024
Q3 		$834K Buy
17,294
+103
+0.6% +$4.89K 0.62% 30
2024
Q2 		$796K Buy
17,191
+84
+0.5% +$3.86K 0.45% 41
2024
Q1 		$783K Sell
17,107
-2,042
-11% -$95K 0.46% 46
2023
Q4 		$905K Buy
19,149
+3,519
+23% +$159K 0.62% 35
2023
Q3 		$693K Sell
15,630
-1,058
-6% -$48.4K 0.52% 39
2023
Q2 		$772K Sell
16,688
-4,328
-21% -$203K 0.54% 38
2023
Q1 		$995K Buy
+21,016
New +$987K 0.76% 25

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

Wayfinding Financial's JCPB Position: Q1 2026 in Review

Wayfinding Financial increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 31% in Q1 2026, buying an estimated $439K and bringing the position to 39,436 shares worth $1.86M. The position accounts for 0.81% of the portfolio, ranked #28.

Wayfinding Financial first reported a position in JCPB in Q1 2023 and has held it in 13 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Wayfinding Financial held 39,436 shares of JPMorgan Core Plus Bond ETF worth $1.86M as of Q1 2026.
  • Wayfinding Financial bought 9,244 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $439K.
  • JPMorgan Core Plus Bond ETF made up 0.81% of Wayfinding Financial's portfolio in Q1 2026, its #28 holding.
  • Wayfinding Financial first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.