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

Balance 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	$627K	Sell	13,347 -190	-1%	-$8.91K	0.17%	80
2026 Q1	$637K	Sell	13,537 -19,616	-59%	-$931K	0.2%	78
2025 Q4	$1.57M	Sell	33,153 -129	-0.4%	-$6.14K	0.5%	48
2025 Q3	$1.58M	Sell	33,282 -903	-3%	-$42.5K	0.39%	42
2025 Q2	$1.61M	Sell	34,185 -48,082	-58%	-$2.23M	0.94%	28
2025 Q1	$3.87M	Buy	+82,267	New	+$3.83M	2.51%	10

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

Balance Wealth's JCPB Position: Q2 2026 in Review

Balance Wealth reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.4% in Q2 2026, selling an estimated $8.91K and leaving 13,347 shares worth $627K. The position accounts for 0.17% of the portfolio, ranked #80.

Balance Wealth first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.87M in Q1 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Balance Wealth held 13,347 shares of JPMorgan Core Plus Bond ETF worth $627K as of Q2 2026.
Balance Wealth sold 190 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $8.91K.
JPMorgan Core Plus Bond ETF made up 0.17% of Balance Wealth's portfolio in Q2 2026, its #80 holding.
Balance Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
Balance Wealth's JPMorgan Core Plus Bond ETF position peaked at $3.87M in Q1 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.