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

Centurion Wealth Management’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 		$615K Sell
13,093
-15,731
-55% -$738K 0.15% 137
2026
Q1 		$1.36M Buy
28,824
+1,718
+6% +$81.5K 0.31% 78
2025
Q4 		$1.28M Buy
+27,106
New +$1.29M 0.28% 77

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Centurion Wealth Management's JCPB Position: Q2 2026 in Review

Centurion Wealth Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 55% in Q2 2026, selling an estimated $738K and leaving 13,093 shares worth $615K. The position accounts for 0.15% of the portfolio, ranked #137.

Centurion Wealth Management first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.36M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Centurion Wealth Management held 13,093 shares of JPMorgan Core Plus Bond ETF worth $615K as of Q2 2026.
  • Centurion Wealth Management sold 15,731 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $738K.
  • JPMorgan Core Plus Bond ETF made up 0.15% of Centurion Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Centurion Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Centurion Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $1.36M in Q1 2026.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.