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

Comprehensive 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 		$997K Buy
+21,231
New +$996K 0.46% 38
2026
Q1 		– Sell
-6,512
Closed -$308K – 42
2025
Q4 		$308K Buy
6,512
+1,907
+41% +$90.7K 0.18% 39
2025
Q3 		$219K Sell
4,605
-733
-14% -$34.5K 0.16% 39
2025
Q2 		$251K Buy
+5,338
New +$248K 0.2% 37

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

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

Comprehensive Wealth Management opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 21,231 shares worth $997K. The stake represents 0.46% of the portfolio and ranks #38 among its holdings. This is a return to the name: Comprehensive Wealth Management previously reported a position in JCPB as recently as Q4 2025.

Comprehensive Wealth Management first reported a position in JCPB in Q2 2025 and has held it in 4 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Comprehensive Wealth Management held 21,231 shares of JPMorgan Core Plus Bond ETF worth $997K as of Q2 2026.
  • JPMorgan Core Plus Bond ETF was a new Comprehensive Wealth Management position in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.46% of Comprehensive Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Comprehensive Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.