Creative Financial Designs’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Creative Financial Designs’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	$49.7K	Buy	1,059 +13	+1%	+$610	﹤0.01%	1013
2026 Q1	$49.2K	Buy	1,046 +12	+1%	+$569	﹤0.01%	901
2025 Q4	$48.9K	Buy	1,034 +335	+48%	+$15.9K	﹤0.01%	869
2025 Q3	$33.2K	Buy	699 +9	+1%	+$424	﹤0.01%	981
2025 Q2	$32.5K	Buy	690 +8	+1%	+$372	﹤0.01%	1000
2025 Q1	$32.1K	Buy	682 +9	+1%	+$419	﹤0.01%	962
2024 Q4	$31K	Buy	673 +8	+1%	+$375	﹤0.01%	940
2024 Q3	$32.1K	Buy	+665	New	+$31.6K	﹤0.01%	911

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

Creative Financial Designs's JCPB Position: Q2 2026 in Review

Creative Financial Designs increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.2% in Q2 2026, buying an estimated $610 and bringing the position to 1,059 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Creative Financial Designs first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Creative Financial Designs held 1,059 shares of JPMorgan Core Plus Bond ETF worth $49.7K as of Q2 2026.
Creative Financial Designs bought 13 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $610.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1013 holding.
Creative Financial Designs first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.