Comprehensive Financial Planning’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Comprehensive Financial Planning’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	$1.16M	Sell	24,759 -1,126	-4%	-$52.8K	0.62%	46
2026 Q1	$1.22M	Buy	25,885 +1,553	+6%	+$73.7K	0.84%	34
2025 Q4	$1.15M	Buy	24,332 +708	+3%	+$33.7K	0.76%	33
2025 Q3	$1.12M	Buy	23,624 +5,390	+30%	+$254K	0.77%	35
2025 Q2	$858K	Buy	18,234 +228	+1%	+$10.6K	0.68%	38
2025 Q1	$847K	Buy	+18,006	New	+$837K	0.82%	29

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

Comprehensive Financial Planning's JCPB Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.4% in Q2 2026, selling an estimated $52.8K and leaving 24,759 shares worth $1.16M. The position accounts for 0.62% of the portfolio, ranked #46.

Comprehensive Financial Planning first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Comprehensive Financial Planning held 24,759 shares of JPMorgan Core Plus Bond ETF worth $1.16M as of Q2 2026.
Comprehensive Financial Planning sold 1,126 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $52.8K.
JPMorgan Core Plus Bond ETF made up 0.62% of Comprehensive Financial Planning's portfolio in Q2 2026, its #46 holding.
Comprehensive Financial Planning first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
Comprehensive Financial Planning's JPMorgan Core Plus Bond ETF position peaked at $1.22M in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.