Clear Creek Financial Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Clear Creek Financial 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	$250K	Sell	5,330 -950	-15%	-$44.6K	0.02%	568
2026 Q1	$296K	Hold	6,280	–	–	0.02%	504
2025 Q4	$297K	Hold	6,280	–	–	0.02%	493
2025 Q3	$299K	Hold	6,280	–	–	0.03%	482
2025 Q2	$296K	Hold	6,280	–	–	0.03%	445
2025 Q1	$295K	Sell	6,280 -15,814	-72%	-$735K	0.03%	397
2024 Q4	$1.02M	Sell	22,094 -4,350	-16%	-$204K	0.11%	192
2024 Q3	$1.28M	Buy	26,444 +336	+1%	+$16K	0.14%	137
2024 Q2	$1.21M	Buy	26,108 +16,128	+162%	+$742K	0.15%	134
2024 Q1	$466K	Buy	+9,980	New	+$464K	0.06%	259

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

Clear Creek Financial Management's JCPB Position: Q2 2026 in Review

Clear Creek Financial Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 15% in Q2 2026, selling an estimated $44.6K and leaving 5,330 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #568.

Clear Creek Financial Management first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.28M in Q3 2024. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Clear Creek Financial Management held 5,330 shares of JPMorgan Core Plus Bond ETF worth $250K as of Q2 2026.
Clear Creek Financial Management sold 950 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $44.6K.
JPMorgan Core Plus Bond ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #568 holding.
Clear Creek Financial Management first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
Clear Creek Financial Management's JPMorgan Core Plus Bond ETF position peaked at $1.28M in Q3 2024.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.