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

Base 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	$8.42M	Buy	179,326 +26,984	+18%	+$1.27M	3.92%	11
2026 Q1	$7.17M	Buy	152,342 +33,801	+29%	+$1.6M	4.01%	11
2025 Q4	$5.61M	Buy	118,541 +48,806	+70%	+$2.32M	3.02%	12
2025 Q3	$3.32M	Buy	69,735 +3,713	+6%	+$175K	1.89%	16
2025 Q2	$3.11M	Buy	66,022 +5,718	+9%	+$266K	1.99%	16
2025 Q1	$2.84M	Buy	+60,304	New	+$2.8M	2.16%	13

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Base Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 18% in Q2 2026, buying an estimated $1.27M and bringing the position to 179,326 shares worth $8.42M. The position accounts for 3.92% of the portfolio, ranked #11.

Base Wealth Management first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. 406 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Base Wealth Management held 179,326 shares of JPMorgan Core Plus Bond ETF worth $8.42M as of Q2 2026.
Base Wealth Management bought 26,984 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.27M.
JPMorgan Core Plus Bond ETF made up 3.92% of Base Wealth Management's portfolio in Q2 2026, its #11 holding.
Base Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
406 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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