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Whitegate Investment Counselors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Whitegate Investment Counselors’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 		$7.49M Buy
159,003
+10,609
+7% +$503K 2.38% 16
2025
Q4 		$7.03M Buy
148,394
+107,820
+266% +$5.13M 2.2% 16
2025
Q3 		$1.93M Buy
40,574
+11,138
+38% +$524K 0.64% 30
2025
Q2 		$1.39M Buy
29,436
+6,338
+27% +$294K 0.47% 33
2025
Q1 		$1.09M Buy
+23,098
New +$1.07M 0.39% 37

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 $10.6B AUM 34.1% 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

Whitegate Investment Counselors's JCPB Position: Q1 2026 in Review

Whitegate Investment Counselors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.1% in Q1 2026, buying an estimated $503K and bringing the position to 159,003 shares worth $7.49M. The position accounts for 2.38% of the portfolio, ranked #16.

Whitegate Investment Counselors first reported a position in JCPB in Q1 2025 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Whitegate Investment Counselors held 159,003 shares of JPMorgan Core Plus Bond ETF worth $7.49M as of Q1 2026.
  • Whitegate Investment Counselors bought 10,609 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $503K.
  • JPMorgan Core Plus Bond ETF made up 2.38% of Whitegate Investment Counselors's portfolio in Q1 2026, its #16 holding.
  • Whitegate Investment Counselors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.