Joel Greenblatt's JCPB Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 77,111 shares of JPMorgan Core Plus Bond ETF (JCPB) worth $3.63 M, representing 0.01% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in JCPB, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 3,564 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's JPMorgan Core Plus Bond ETF (JCPB) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Core Plus Bond ETF (JCPB) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +3,225 | Add 4.36% | 77,111 | $47.08 |
| Q3 2025 | +3,086 | Add 4.36% | 73,886 | $47.55 |
| Q2 2025 | +3,105 | Add 4.59% | 70,800 | $47.06 |
| Q4 2024 | +3,564 | Add 5.56% | 67,695 | $46.07 |
| Q3 2024 | +1,102 | Add 1.75% | 64,131 | $48.24 |
| Q2 2024 | +2,014 | Add 3.30% | 63,029 | $46.33 |
| Q1 2024 | +3,225 | Add 5.58% | 61,015 | $46.65 |
| Q4 2023 | +57,790 | New Buy | 57,790 | $47.08 |
Joel Greenblatt's JPMorgan Core Plus Bond ETF Investment FAQs
Joel Greenblatt first purchased JPMorgan Core Plus Bond ETF (JCPB) in Q4 2023, acquiring 57,790 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held JPMorgan Core Plus Bond ETF (JCPB) for 10 quarters since Q4 2023.
Joel Greenblatt's largest addition to JPMorgan Core Plus Bond ETF (JCPB) was in Q4 2023, adding 57,790 shares worth $2.72 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 77,111 shares of JPMorgan Core Plus Bond ETF (JCPB), valued at approximately $3.63 M.
As of the Q1 2026 filing, JPMorgan Core Plus Bond ETF (JCPB) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in JPMorgan Core Plus Bond ETF (JCPB) was 77,111 shares, as reported at the end of Q1 2026.