Abound Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Abound Wealth Management’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	$377	Buy	+8	New	+$375	﹤0.01%	995
2023 Q4	–	Sell	-5	Closed	-$224	–	1384
2023 Q3	$224	Buy	+5	New	+$229	﹤0.01%	1086

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

Abound Wealth Management's JCPB Position: Q2 2026 in Review

Abound Wealth Management opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 8 shares worth $377. The stake represents ﹤0.01% of the portfolio and ranks #995 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in JCPB as recently as Q3 2023.

Abound Wealth Management first reported a position in JCPB in Q3 2023 and has held it in 2 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Abound Wealth Management held 8 shares of JPMorgan Core Plus Bond ETF worth $377 as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new Abound Wealth Management position in Q2 2026.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #995 holding.
Abound Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 2 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.