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

FAS 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 		$29.1M Buy
620,441
+209,933
+51% +$9.85M 1.52% 13
2026
Q1 		$19.3M Buy
410,508
+70,932
+21% +$3.37M 1.2% 18
2025
Q4 		$16.1M Buy
339,576
+35,080
+12% +$1.67M 1.04% 25
2025
Q3 		$14.5M Buy
304,496
+17,206
+6% +$810K 0.98% 26
2025
Q2 		$13.5M Buy
287,290
+11,096
+4% +$515K 1% 25
2025
Q1 		$13M Buy
276,194
+11,456
+4% +$533K 1.06% 24
2024
Q4 		$12.2M Buy
264,738
+31,083
+13% +$1.46M 1.02% 25
2024
Q3 		$11.3M Buy
233,655
+2,979
+1% +$142K 0.9% 26
2024
Q2 		$10.7M Buy
230,676
+1,589
+0.7% +$73.1K 0.92% 25
2024
Q1 		$10.7M Buy
229,087
+8,102
+4% +$377K 0.95% 24
2023
Q4 		$10.4M Buy
220,985
+33,348
+18% +$1.51M 0.99% 24
2023
Q3 		$8.38M Buy
187,637
+15,428
+9% +$706K 0.9% 24
2023
Q2 		$8.02M Buy
172,209
+2,547
+2% +$120K 1.01% 18
2023
Q1 		$8.04M Sell
169,662
-41,244
-20% -$1.94M 0.87% 24
2022
Q4 		$9.69M Sell
210,906
-46,294
-18% -$2.13M 1.1% 18
2022
Q3 		$11.8M Buy
257,200
+1,132
+0.4% +$54.3K 1.31% 14
2022
Q2 		$12.3M Buy
256,068
+163,078
+175% +$7.96M 1.29% 16
2022
Q1 		$4.75M Buy
92,990
+458
+0.5% +$24K 0.45% 39
2021
Q4 		$5.02M Buy
+92,532
New +$5.03M 0.46% 39

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

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

FAS Wealth Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 51% in Q2 2026, buying an estimated $9.85M and bringing the position to 620,441 shares worth $29.1M. The position accounts for 1.52% of the portfolio, ranked #13.

FAS Wealth Partners first reported a position in JCPB in Q4 2021 and has held it in 19 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • FAS Wealth Partners held 620,441 shares of JPMorgan Core Plus Bond ETF worth $29.1M as of Q2 2026.
  • FAS Wealth Partners bought 209,933 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $9.85M.
  • JPMorgan Core Plus Bond ETF made up 1.52% of FAS Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • FAS Wealth Partners first reported a position in JPMorgan Core Plus Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.