Blueprint Financial Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Blueprint Financial Advisors’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	–	Sell	-24,558	Closed	-$1.16M	–	109
2025 Q4	$1.16M	Hold	24,558	–	–	0.18%	67
2025 Q3	$1.17M	Buy	24,558 +5,322	+28%	+$250K	0.25%	65
2025 Q2	$905K	Sell	19,236 -5,925	-24%	-$275K	0.29%	50
2025 Q1	$1.18M	Buy	+25,161	New	+$1.17M	0.64%	21

Other funds holding JCPB

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

Betterment LLC New York $59.1B AUM 18.41% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Blueprint Financial Advisors's JCPB Position: Q1 2026 in Review

Blueprint Financial Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026, closing a stake of 24,558 shares — an estimated $1.16M sold.

Blueprint Financial Advisors first reported a position in JCPB in Q1 2025 and held it in 4 quarters. The position peaked at $1.18M in Q1 2025. 483 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Blueprint Financial Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
Blueprint Financial Advisors sold 24,558 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.16M.
Blueprint Financial Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and held it in 4 quarters.
Blueprint Financial Advisors's JPMorgan Core Plus Bond ETF position peaked at $1.18M in Q1 2025.
483 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.