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

BAM 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	$462K	Buy	9,851 +71	+0.7%	+$3.33K	0.29%	91
2026 Q1	$460K	Buy	9,780 +413	+4%	+$19.6K	0.34%	74
2025 Q4	$444K	Sell	9,367 -638	-6%	-$30.4K	0.32%	78
2025 Q3	$476K	Buy	+10,005	New	+$471K	0.37%	71

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

BAM Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.73% in Q2 2026, buying an estimated $3.33K and bringing the position to 9,851 shares worth $462K. The position accounts for 0.29% of the portfolio, ranked #91.

BAM Wealth Management first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. The position peaked at $476K in Q3 2025. 308 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

BAM Wealth Management held 9,851 shares of JPMorgan Core Plus Bond ETF worth $462K as of Q2 2026.
BAM Wealth Management bought 71 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $3.33K.
JPMorgan Core Plus Bond ETF made up 0.29% of BAM Wealth Management's portfolio in Q2 2026, its #91 holding.
BAM Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
BAM Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $476K in Q3 2025.
308 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.