Cedar Point Capital Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Cedar Point Capital Partners’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	$10.1M	Buy	215,088 +4,209	+2%	+$197K	5.81%	5
2026 Q1	$9.93M	Buy	210,879 +5,522	+3%	+$262K	6.45%	5
2025 Q4	$9.72M	Buy	205,357 +8,357	+4%	+$398K	6.21%	5
2025 Q3	$9.37M	Buy	197,000 +2,900	+1%	+$136K	6.14%	5
2025 Q2	$9.13M	Sell	194,100 -46,686	-19%	-$2.17M	6.44%	5
2025 Q1	$11.3M	Buy	240,786 +2,599	+1%	+$121K	7.6%	1
2024 Q4	$11M	Buy	238,187 +31,480	+15%	+$1.48M	7.43%	1
2024 Q3	$9.97M	Buy	206,707 +24,545	+13%	+$1.17M	6.85%	3
2024 Q2	$8.44M	Buy	182,162 +6,220	+4%	+$286K	6.31%	5
2024 Q1	$8.21M	Buy	175,942 +5,758	+3%	+$268K	6.23%	5
2023 Q4	$8.01M	Buy	+170,184	New	+$7.68M	6.63%	5

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

Cedar Point Capital Partners's JCPB Position: Q2 2026 in Review

Cedar Point Capital Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2% in Q2 2026, buying an estimated $197K and bringing the position to 215,088 shares worth $10.1M. The position accounts for 5.81% of the portfolio, ranked #5.

Cedar Point Capital Partners first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q1 2025. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Cedar Point Capital Partners held 215,088 shares of JPMorgan Core Plus Bond ETF worth $10.1M as of Q2 2026.
Cedar Point Capital Partners bought 4,209 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $197K.
JPMorgan Core Plus Bond ETF made up 5.81% of Cedar Point Capital Partners's portfolio in Q2 2026, its #5 holding.
Cedar Point Capital Partners first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
Cedar Point Capital Partners's JPMorgan Core Plus Bond ETF position peaked at $11.3M in Q1 2025.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.