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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
Q2 		$1.01M Buy
21,617
+1,537
+8% +$72.1K 0.14% 126
2026
Q1 		$945K Buy
+20,080
New +$953K 0.16% 108

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

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

Balboa Wealth Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.7% in Q2 2026, buying an estimated $72.1K and bringing the position to 21,617 shares worth $1.01M. The position accounts for 0.14% of the portfolio, ranked #126.

Balboa Wealth Partners first reported a position in JCPB in Q1 2026 and has held it in 2 quarters since. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Balboa Wealth Partners held 21,617 shares of JPMorgan Core Plus Bond ETF worth $1.01M as of Q2 2026.
  • Balboa Wealth Partners bought 1,537 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $72.1K.
  • JPMorgan Core Plus Bond ETF made up 0.14% of Balboa Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • Balboa Wealth Partners first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.