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

Ankerstar 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 		$486K Sell
10,350
-1,873
-15% -$87.8K 0.41% 35
2026
Q1 		$575K Sell
12,223
-3,056
-20% -$145K 0.61% 29
2025
Q4 		$726K Buy
+15,279
New +$727K 0.72% 24

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Ankerstar Wealth's JCPB Position: Q2 2026 in Review

Ankerstar Wealth reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 15% in Q2 2026, selling an estimated $87.8K and leaving 10,350 shares worth $486K. The position accounts for 0.41% of the portfolio, ranked #35.

Ankerstar Wealth first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. The position peaked at $726K in Q4 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Ankerstar Wealth held 10,350 shares of JPMorgan Core Plus Bond ETF worth $486K as of Q2 2026.
  • Ankerstar Wealth sold 1,873 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $87.8K.
  • JPMorgan Core Plus Bond ETF made up 0.41% of Ankerstar Wealth's portfolio in Q2 2026, its #35 holding.
  • Ankerstar Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ankerstar Wealth's JPMorgan Core Plus Bond ETF position peaked at $726K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.