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BOLTON SECURITIES CORPORATION’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.76M Buy
+37,483
New +$1.78M 0.08% 257
2025
Q3 		$1.43M Buy
+30,113
New +$1.42M 0.07% 309
2025
Q1 		$527K Buy
+11,193
New +$520K 0.03% 466

Other funds holding JCPB

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's JCPB Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026: 37,483 shares worth $1.76M. The stake represents 0.08% of the portfolio and ranks #257 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in JCPB as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in JCPB in Q1 2025 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 37,483 shares of JPMorgan Core Plus Bond ETF worth $1.76M as of Q1 2026.
  • JPMorgan Core Plus Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • JPMorgan Core Plus Bond ETF made up 0.08% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #257 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.