Bogart Wealth LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bogart Wealth LLC’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	$80.5M	Buy	1,716,003 +145,371	+9%	+$6.82M	2.76%	10
2026 Q1	$73.9M	Buy	1,570,632 +59,750	+4%	+$2.84M	2.85%	9
2025 Q4	$71.5M	Buy	1,510,882 +53,360	+4%	+$2.54M	2.87%	9
2025 Q3	$69.3M	Buy	1,457,522 +41,326	+3%	+$1.94M	2.81%	9
2025 Q2	$66.6M	Buy	1,416,196 +34,436	+2%	+$1.6M	2.85%	9
2025 Q1	$65M	Buy	1,381,760 +435,739	+46%	+$20.3M	3.07%	9
2024 Q4	$43.6M	Buy	946,021 +56,280	+6%	+$2.64M	2.07%	12
2024 Q3	$42.9M	Buy	889,741 +29,856	+3%	+$1.42M	2.03%	15
2024 Q2	$39.8M	Buy	859,885 +17,241	+2%	+$793K	2.03%	13
2024 Q1	$39.3M	Buy	+842,644	New	+$39.2M	2.02%	13

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

Bogart Wealth LLC's JCPB Position: Q2 2026 in Review

Bogart Wealth LLC increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 9.3% in Q2 2026, buying an estimated $6.82M and bringing the position to 1,716,003 shares worth $80.5M. The position accounts for 2.76% of the portfolio, ranked #10.

Bogart Wealth LLC first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Bogart Wealth LLC held 1,716,003 shares of JPMorgan Core Plus Bond ETF worth $80.5M as of Q2 2026.
Bogart Wealth LLC bought 145,371 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $6.82M.
JPMorgan Core Plus Bond ETF made up 2.76% of Bogart Wealth LLC's portfolio in Q2 2026, its #10 holding.
Bogart Wealth LLC first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.