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

Axis Wealth Partners’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 		$813K Buy
17,322
+134
+0.8% +$6.28K 0.39% 66
2026
Q1 		$809K Buy
17,188
+2,471
+17% +$117K 0.43% 67
2025
Q4 		$697K Buy
14,717
+624
+4% +$29.7K 0.38% 70
2025
Q3 		$670K Buy
14,093
+601
+4% +$28.3K 0.39% 72
2025
Q2 		$635K Buy
13,492
+658
+5% +$30.6K 0.42% 64
2025
Q1 		$604K Buy
12,834
+1,010
+9% +$47K 0.45% 63
2024
Q4 		$545K Buy
+11,824
New +$554K 0.46% 61

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

Axis Wealth Partners's JCPB Position: Q2 2026 in Review

Axis Wealth Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.78% in Q2 2026, buying an estimated $6.28K and bringing the position to 17,322 shares worth $813K. The position accounts for 0.39% of the portfolio, ranked #66.

Axis Wealth Partners 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.

  • Axis Wealth Partners held 17,322 shares of JPMorgan Core Plus Bond ETF worth $813K as of Q2 2026.
  • Axis Wealth Partners bought 134 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $6.28K.
  • JPMorgan Core Plus Bond ETF made up 0.39% of Axis Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Axis Wealth Partners 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 Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.