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Bouchey Financial Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bouchey Financial Group’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 		$43M Buy
912,812
+34,198
+4% +$1.62M 3.16% 10
2025
Q4 		$41.7M Buy
878,614
+110,501
+14% +$5.26M 3.12% 10
2025
Q3 		$36.5M Buy
768,113
+36,652
+5% +$1.72M 2.82% 8
2025
Q2 		$34.4M Buy
+731,461
New +$34M 2.86% 8

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Bouchey Financial Group's JCPB Position: Q1 2026 in Review

Bouchey Financial Group increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.9% in Q1 2026, buying an estimated $1.62M and bringing the position to 912,812 shares worth $43M. The position accounts for 3.16% of the portfolio, ranked #10.

Bouchey Financial Group first reported a position in JCPB in Q2 2025 and has held it in 4 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Bouchey Financial Group held 912,812 shares of JPMorgan Core Plus Bond ETF worth $43M as of Q1 2026.
  • Bouchey Financial Group bought 34,198 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.62M.
  • JPMorgan Core Plus Bond ETF made up 3.16% of Bouchey Financial Group's portfolio in Q1 2026, its #10 holding.
  • Bouchey Financial Group first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.