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 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

Boulder Wealth Advisors's JCPB Position: Q1 2026 in Review

Boulder Wealth Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 96% in Q1 2026, selling an estimated $5.54M and leaving 4,817 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #32.

Boulder Wealth Advisors first reported a position in JCPB in Q1 2024 and has held it in 8 quarters since. The position peaked at $9.01M in Q1 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Boulder Wealth Advisors held 4,817 shares of JPMorgan Core Plus Bond ETF worth $227K as of Q1 2026.
Boulder Wealth Advisors sold 116,833 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $5.54M.
JPMorgan Core Plus Bond ETF made up 0.09% of Boulder Wealth Advisors's portfolio in Q1 2026, its #32 holding.
Boulder Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 8 quarters since.
Boulder Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $9.01M in Q1 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.