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

Bravera Wealth’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 		$314K Sell
6,688
-41
-0.6% -$1.92K 0.12% 73
2026
Q1 		$317K Buy
6,729
+1,439
+27% +$68.3K 0.14% 78
2025
Q4 		$250K Buy
+5,290
New +$252K 0.13% 79

Other funds holding JCPB

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Bravera Wealth's JCPB Position: Q2 2026 in Review

Bravera Wealth reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.61% in Q2 2026, selling an estimated $1.92K and leaving 6,688 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #73.

Bravera Wealth first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. The position peaked at $317K in Q1 2026. 159 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Bravera Wealth held 6,688 shares of JPMorgan Core Plus Bond ETF worth $314K as of Q2 2026.
  • Bravera Wealth sold 41 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.92K.
  • JPMorgan Core Plus Bond ETF made up 0.12% of Bravera Wealth's portfolio in Q2 2026, its #73 holding.
  • Bravera Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's JPMorgan Core Plus Bond ETF position peaked at $317K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.