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

Balboa 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 Q1	$945K	Buy	+20,080	New	+$953K	0.16%	108

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Balboa Wealth Partners's JCPB Position: Q1 2026 in Review

Balboa Wealth Partners opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026: 20,080 shares worth $945K. The stake represents 0.16% of the portfolio and ranks #108 among its holdings.

478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Balboa Wealth Partners held 20,080 shares of JPMorgan Core Plus Bond ETF worth $945K as of Q1 2026.
JPMorgan Core Plus Bond ETF was a new Balboa Wealth Partners position in Q1 2026.
JPMorgan Core Plus Bond ETF made up 0.16% of Balboa Wealth Partners's portfolio in Q1 2026, its #108 holding.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.