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

Firethorn 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	$442K	Buy	9,407 +276	+3%	+$12.9K	0.14%	130
2026 Q1	$430K	Buy	9,131 +538	+6%	+$25.5K	0.16%	128
2025 Q4	$407K	Buy	8,593 +186	+2%	+$8.85K	0.15%	120
2025 Q3	$400K	Buy	8,407 +323	+4%	+$15.2K	0.16%	121
2025 Q2	$380K	Buy	8,084 +1,848	+30%	+$85.8K	0.16%	120
2025 Q1	$293K	Buy	6,236 +1,435	+30%	+$66.7K	0.14%	126
2024 Q4	$221K	Sell	4,801 -772	-14%	-$36.2K	0.11%	140
2024 Q3	$269K	Buy	5,573 +964	+21%	+$45.8K	0.14%	120
2024 Q2	$214K	Buy	4,609 +105	+2%	+$4.83K	0.12%	134
2024 Q1	$210K	Buy	+4,504	New	+$210K	0.12%	131

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

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

Firethorn Wealth Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3% in Q2 2026, buying an estimated $12.9K and bringing the position to 9,407 shares worth $442K. The position accounts for 0.14% of the portfolio, ranked #130.

Firethorn Wealth Partners first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Firethorn Wealth Partners held 9,407 shares of JPMorgan Core Plus Bond ETF worth $442K as of Q2 2026.
Firethorn Wealth Partners bought 276 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $12.9K.
JPMorgan Core Plus Bond ETF made up 0.14% of Firethorn Wealth Partners's portfolio in Q2 2026, its #130 holding.
Firethorn Wealth Partners first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.