CreativeOne Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

CreativeOne Wealth’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	$3.87M	Sell	82,405 -6,325	-7%	-$297K	0.08%	228
2026 Q1	$4.18M	Buy	88,730 +8,938	+11%	+$424K	0.1%	198
2025 Q4	$3.78M	Buy	79,792 +13,126	+20%	+$624K	0.09%	203
2025 Q3	$3.17M	Sell	66,666 -7,908	-11%	-$372K	0.08%	239
2025 Q2	$3.51M	Sell	74,574 -980	-1%	-$45.5K	0.09%	208
2025 Q1	$3.55M	Buy	75,554 +5,261	+7%	+$245K	0.11%	182
2024 Q4	$3.24M	Buy	70,293 +2,950	+4%	+$138K	0.1%	188
2024 Q3	$3.25M	Buy	67,343 +16,075	+31%	+$764K	0.11%	175
2024 Q2	$2.38M	Sell	51,268 -6,458	-11%	-$297K	0.12%	173
2024 Q1	$2.69M	Buy	57,726 +7,664	+15%	+$357K	0.11%	177
2023 Q4	$2.36M	Sell	50,062 -13,791	-22%	-$623K	0.15%	129
2023 Q3	$2.85M	Sell	63,853 -23,851	-27%	-$1.09M	0.21%	100
2023 Q2	$4.08M	Buy	+87,704	New	+$4.12M	0.19%	97

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

CreativeOne Wealth's JCPB Position: Q2 2026 in Review

CreativeOne Wealth reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.1% in Q2 2026, selling an estimated $297K and leaving 82,405 shares worth $3.87M. The position accounts for 0.08% of the portfolio, ranked #228.

CreativeOne Wealth first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.18M in Q1 2026. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

CreativeOne Wealth held 82,405 shares of JPMorgan Core Plus Bond ETF worth $3.87M as of Q2 2026.
CreativeOne Wealth sold 6,325 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $297K.
JPMorgan Core Plus Bond ETF made up 0.08% of CreativeOne Wealth's portfolio in Q2 2026, its #228 holding.
CreativeOne Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
CreativeOne Wealth's JPMorgan Core Plus Bond ETF position peaked at $4.18M in Q1 2026.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.