SEC 13F Intelligence

Arbor Trust Wealth Advisors, LLC / JCPB

Arbor Trust Wealth Advisors, LLC’s J P Morgan Exchange Traded F Position

Does Arbor Trust Wealth Advisors, LLC own J P Morgan Exchange Traded F (JCPB)? Yes — 229.3K shares worth $11M (+4.74% of its 13F portfolio) as of Q1 2026, down from 239.0K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
229.3K
% of Portfolio
+4.74%
Quarters Held
10
currently held

Position History JCPB

Reported value by quarter
Q4 ’23: $640,898Q4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $10MQ4 ’24Q1 ’25: $11MQ2 ’25: $10MQ2 ’25Q3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026229.3K$11M+4.74%
Q4 2025239.0K$11M+4.97%
Q3 2025232.0K$11M+4.97%
Q2 2025218.8K$10M+5.04%
Q1 2025232.2K$11M+5.12%
Q4 2024222.0K$10M+4.81%
Q3 2024106.7K$5M+2.60%
Q2 2024106.7K$5M+2.60%
Q1 202484.6K$4M+2.12%
Q4 202313.6K$640,898+0.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arbor Trust Wealth Advisors, LLC’s full portfolio or all institutional holders of JCPB.