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

Diversify 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 Q2	$1.28M	Sell	27,630 -9,080	-25%	-$426K	0.02%	549
2026 Q1	$1.72M	Buy	36,710 +28,066	+325%	+$1.33M	0.03%	420
2025 Q4	$411K	Hold	8,644	–	–	0.02%	482
2025 Q3	$410K	Hold	8,644	–	–	0.02%	410
2025 Q2	$406K	Hold	8,644	–	–	0.03%	410
2025 Q1	$406K	Buy	8,644 +1	+0%	+$47	0.03%	393
2024 Q4	$394K	Buy	+8,643	New	+$405K	0.03%	385

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

Diversify Wealth Management's JCPB Position: Q2 2026 in Review

Diversify Wealth Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 25% in Q2 2026, selling an estimated $426K and leaving 27,630 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #549.

Diversify Wealth Management first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Diversify Wealth Management held 27,630 shares of JPMorgan Core Plus Bond ETF worth $1.28M as of Q2 2026.
Diversify Wealth Management sold 9,080 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $426K.
JPMorgan Core Plus Bond ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #549 holding.
Diversify Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
Diversify Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $1.72M in Q1 2026.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.