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

BCGM 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	$3.89M	Buy	82,867 +15,307	+23%	+$718K	0.82%	37
2026 Q1	$3.18M	Sell	67,560 -1,467	-2%	-$69.6K	0.8%	43
2025 Q4	$3.27M	Buy	69,027 +8,127	+13%	+$387K	0.83%	41
2025 Q3	$2.9M	Sell	60,900 -51,409	-46%	-$2.42M	0.75%	40
2025 Q2	$5.29M	Sell	112,309 -99,984	-47%	-$4.64M	1.49%	16
2025 Q1	$9.99M	Sell	212,293 -20,451	-9%	-$951K	3.07%	6
2024 Q4	$10.7M	Sell	232,744 -61,832	-21%	-$2.9M	3.4%	6
2024 Q3	$14.2M	Buy	294,576 +110,356	+60%	+$5.24M	4.61%	3
2024 Q2	$8.53M	Sell	184,220 -2,585	-1%	-$119K	2.96%	7
2024 Q1	$8.71M	Buy	186,805 +181,991	+3,780%	+$8.47M	3.13%	6
2023 Q4	$227K	Buy	+4,814	New	+$217K	0.09%	127

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

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

BCGM Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 23% in Q2 2026, buying an estimated $718K and bringing the position to 82,867 shares worth $3.89M. The position accounts for 0.82% of the portfolio, ranked #37.

BCGM Wealth Management first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.2M in Q3 2024. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

BCGM Wealth Management held 82,867 shares of JPMorgan Core Plus Bond ETF worth $3.89M as of Q2 2026.
BCGM Wealth Management bought 15,307 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $718K.
JPMorgan Core Plus Bond ETF made up 0.82% of BCGM Wealth Management's portfolio in Q2 2026, its #37 holding.
BCGM Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
BCGM Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $14.2M in Q3 2024.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.