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

AE 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	$3.9M	Buy	83,121 +15,878	+24%	+$745K	0.02%	490
2026 Q1	$3.17M	Buy	67,243 +46,479	+224%	+$2.21M	0.02%	517
2025 Q4	$983K	Buy	20,764 +10,590	+104%	+$504K	0.01%	806
2025 Q3	$484K	Buy	10,174 +9,581	+1,616%	+$451K	﹤0.01%	990
2025 Q2	$27.9K	Buy	593 +79	+15%	+$3.67K	﹤0.01%	1702
2025 Q1	$24.2K	Buy	514 +6	+1%	+$279	﹤0.01%	1700
2024 Q4	$23.4K	Buy	+508	New	+$23.8K	﹤0.01%	1701
2023 Q2	–	Sell	-4,358	Closed	-$207K	–	1984
2023 Q1	$207K	Buy	+4,358	New	+$205K	﹤0.01%	1728

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

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

AE Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 24% in Q2 2026, buying an estimated $745K and bringing the position to 83,121 shares worth $3.9M. The position accounts for 0.02% of the portfolio, ranked #490.

AE Wealth Management first reported a position in JCPB in Q1 2023 and has held it in 8 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

AE Wealth Management held 83,121 shares of JPMorgan Core Plus Bond ETF worth $3.9M as of Q2 2026.
AE Wealth Management bought 15,878 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $745K.
JPMorgan Core Plus Bond ETF made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #490 holding.
AE Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 8 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.