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Financially in Tune’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Financially in Tune’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 		$11M Buy
232,779
+33,077
+17% +$1.57M 9.42% 2
2025
Q4 		$9.46M Buy
+199,702
New +$9.5M 8.83% 2

Other funds holding JCPB

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Financially in Tune's JCPB Position: Q1 2026 in Review

Financially in Tune increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 17% in Q1 2026, buying an estimated $1.57M and bringing the position to 232,779 shares worth $11M. The position accounts for 9.42% of the portfolio, ranked #2.

Financially in Tune first reported a position in JCPB in Q4 2025 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Financially in Tune held 232,779 shares of JPMorgan Core Plus Bond ETF worth $11M as of Q1 2026.
  • Financially in Tune bought 33,077 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.57M.
  • JPMorgan Core Plus Bond ETF made up 9.42% of Financially in Tune's portfolio in Q1 2026, its #2 holding.
  • Financially in Tune first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.