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

Creative 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 Q1	$2.61M	Buy	55,443 +7,286	+15%	+$346K	﹤0.01%	1695
2025 Q4	$2.28M	Sell	48,157 -3,408	-7%	-$162K	﹤0.01%	1626
2025 Q3	$2.45M	Sell	51,565 -2,641	-5%	-$124K	﹤0.01%	1377
2025 Q2	$2.55M	Buy	54,206 +1,562	+3%	+$72.6K	﹤0.01%	1146
2025 Q1	$2.48M	Buy	52,644 +6,995	+15%	+$325K	﹤0.01%	1045
2024 Q4	$2.1M	Sell	45,649 -15,089	-25%	-$707K	﹤0.01%	1105
2024 Q3	$2.93M	Sell	60,738 -21,202	-26%	-$1.01M	﹤0.01%	874
2024 Q2	$3.8M	Sell	81,940 -6,153	-7%	-$283K	﹤0.01%	717
2024 Q1	$4.11M	Sell	88,093 -14,026	-14%	-$653K	﹤0.01%	677
2023 Q4	$4.81M	Buy	+102,119	New	+$4.61M	0.01%	575

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 $8.89B AUM 25.87% 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

Creative Planning's JCPB Position: Q1 2026 in Review

Creative Planning increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 15% in Q1 2026, buying an estimated $346K and bringing the position to 55,443 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Creative Planning first reported a position in JCPB in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.81M in Q4 2023. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Creative Planning held 55,443 shares of JPMorgan Core Plus Bond ETF worth $2.61M as of Q1 2026.
Creative Planning bought 7,286 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $346K.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1695 holding.
Creative Planning first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
Creative Planning's JPMorgan Core Plus Bond ETF position peaked at $4.81M in Q4 2023.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.