5T Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

5T Wealth’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 Q2	$9.01M	Buy	191,967 +2,252	+1%	+$106K	3.36%	5
2026 Q1	$8.93M	Buy	189,715 +20,220	+12%	+$960K	3.53%	4
2025 Q4	$8.03M	Buy	169,495 +11,056	+7%	+$526K	3.21%	4
2025 Q3	$7.53M	Buy	158,439 +33,509	+27%	+$1.58M	3.28%	4
2025 Q2	$5.88M	Buy	124,930 +35,862	+40%	+$1.67M	2.79%	7
2025 Q1	$4.19M	Buy	89,068 +6,129	+7%	+$285K	2.25%	13
2024 Q4	$3.82M	Buy	+82,939	New	+$3.89M	2.09%	12

Other funds holding JCPB

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

5T Wealth's JCPB Position: Q2 2026 in Review

5T Wealth increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.2% in Q2 2026, buying an estimated $106K and bringing the position to 191,967 shares worth $9.01M. The position accounts for 3.36% of the portfolio, ranked #5.

5T Wealth first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

5T Wealth held 191,967 shares of JPMorgan Core Plus Bond ETF worth $9.01M as of Q2 2026.
5T Wealth bought 2,252 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $106K.
JPMorgan Core Plus Bond ETF made up 3.36% of 5T Wealth's portfolio in Q2 2026, its #5 holding.
5T Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.