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

Axxcess 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	$625K	Buy	+13,309	New	+$624K	0.01%	648
2025 Q2	–	Sell	-61,331	Closed	-$2.89M	–	909
2025 Q1	$2.89M	Buy	61,331 +49,231	+407%	+$2.29M	0.08%	201
2024 Q4	$557K	Sell	12,100 -3,550	-23%	-$166K	0.01%	524
2024 Q3	$755K	Sell	15,650 -3,500	-18%	-$166K	0.02%	458
2024 Q2	$887K	Sell	19,150 -48,735	-72%	-$2.24M	0.02%	398
2024 Q1	$3.17M	Buy	67,885 +17,631	+35%	+$820K	0.09%	181
2023 Q4	$2.37M	Buy	+50,254	New	+$2.27M	0.07%	218

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

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

Axxcess Wealth Management opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 13,309 shares worth $625K. The stake represents 0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in JCPB as recently as Q1 2025.

Axxcess Wealth Management first reported a position in JCPB in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.17M in Q1 2024. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Axxcess Wealth Management held 13,309 shares of JPMorgan Core Plus Bond ETF worth $625K as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #648 holding.
Axxcess Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 7 quarters since.
Axxcess Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $3.17M in Q1 2024.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.