Boyce & Associates Wealth Consulting’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Boyce & Associates Wealth Consulting’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	$234K	Buy	+4,983	New	+$234K	0.16%	74

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

Boyce & Associates Wealth Consulting's JCPB Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 4,983 shares worth $234K. The stake represents 0.16% of the portfolio and ranks #74 among its holdings.

503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Boyce & Associates Wealth Consulting held 4,983 shares of JPMorgan Core Plus Bond ETF worth $234K as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new Boyce & Associates Wealth Consulting position in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.16% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #74 holding.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.