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

Destiny Wealth Partners’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	$39.9M	Sell	864,714 -3,872	-0.4%	-$182K	5.63%	3
2026 Q1	$40.9M	Buy	868,586 +13,682	+2%	+$649K	4.47%	1
2025 Q4	$40.7M	Buy	854,904 +263,323	+45%	+$12.5M	4.67%	2
2025 Q3	$28.1M	Buy	591,581 +13,329	+2%	+$627K	3.45%	4
2025 Q2	$27.2M	Buy	578,252 +12,497	+2%	+$581K	3.66%	5
2025 Q1	$26.6M	Sell	565,755 -7,283	-1%	-$339K	4.22%	4
2024 Q4	$26.4M	Buy	573,038 +24,266	+4%	+$1.14M	4.31%	3
2024 Q3	$26.5M	Sell	548,772 -32,004	-6%	-$1.52M	4.64%	2
2024 Q2	$26.9M	Buy	580,776 +423,181	+269%	+$19.5M	4.84%	2
2024 Q1	$7.35M	Sell	157,595 -19,469	-11%	-$906K	1.32%	30
2023 Q4	$8.27M	Buy	177,064 +11,752	+7%	+$531K	1.55%	28
2023 Q3	$7.38M	Buy	165,312 +11,899	+8%	+$544K	1.49%	27
2023 Q2	$7.15M	Buy	153,413 +31,259	+26%	+$1.47M	1.37%	26
2023 Q1	$5.79M	Buy	122,154 +10,174	+9%	+$478K	1.2%	28
2022 Q4	$5.14M	Buy	111,980 +37,749	+51%	+$1.73M	1.11%	30
2022 Q3	$3.41M	Sell	74,231 -449	-0.6%	-$21.5K	0.77%	44
2022 Q2	$3.59M	Buy	+74,680	New	+$3.64M	0.79%	43

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

Destiny Wealth Partners's JCPB Position: Q2 2026 in Review

Destiny Wealth Partners reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.45% in Q2 2026, selling an estimated $182K and leaving 864,714 shares worth $39.9M. The position accounts for 5.63% of the portfolio, ranked #3.

Destiny Wealth Partners first reported a position in JCPB in Q2 2022 and has held it in 17 quarters since. The position peaked at $40.9M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Destiny Wealth Partners held 864,714 shares of JPMorgan Core Plus Bond ETF worth $39.9M as of Q2 2026.
Destiny Wealth Partners sold 3,872 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $182K.
JPMorgan Core Plus Bond ETF made up 5.63% of Destiny Wealth Partners's portfolio in Q2 2026, its #3 holding.
Destiny Wealth Partners first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 17 quarters since.
Destiny Wealth Partners's JPMorgan Core Plus Bond ETF position peaked at $40.9M in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.