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 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Comprehensive Wealth Management's JCPB Position: Q1 2026 in Review

Comprehensive Wealth Management sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026, closing a stake of 6,512 shares — an estimated $308K sold.

Comprehensive Wealth Management first reported a position in JCPB in Q2 2025 and held it in 3 quarters. The position peaked at $308K in Q4 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Comprehensive Wealth Management reported no remaining JPMorgan Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
Comprehensive Wealth Management sold 6,512 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $308K.
Comprehensive Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and held it in 3 quarters.
Comprehensive Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $308K in Q4 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.