Boulder Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Boulder Wealth 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 Q2	–	Sell	-4,817	Closed	-$227K	–	38
2026 Q1	$227K	Sell	4,817 -116,833	-96%	-$5.54M	0.09%	32
2025 Q4	$5.76M	Buy	121,650 +92,215	+313%	+$4.39M	2.43%	9
2025 Q3	$1.4M	Buy	+29,435	New	+$1.39M	0.65%	15
2025 Q1	$9.01M	Buy	191,512 +6,809	+4%	+$317K	5.24%	7
2024 Q4	$8.51M	Sell	184,703 -1,896	-1%	-$88.9K	4.39%	7
2024 Q3	$9M	Buy	186,599 +223	+0.1%	+$10.6K	4.89%	7
2024 Q2	$8.63M	Buy	186,376 +357	+0.2%	+$16.4K	5.04%	7
2024 Q1	$8.68M	Buy	+186,019	New	+$8.65M	5.37%	7

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

Boulder Wealth Advisors's JCPB Position: Q2 2026 in Review

Boulder Wealth Advisors sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026, closing a stake of 4,817 shares — an estimated $227K sold.

Boulder Wealth Advisors first reported a position in JCPB in Q1 2024 and held it in 8 quarters. The position peaked at $9.01M in Q1 2025. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Boulder Wealth Advisors reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
Boulder Wealth Advisors sold 4,817 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $227K.
Boulder Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and held it in 8 quarters.
Boulder Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $9.01M in Q1 2025.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.