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

FMA 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	$14.5M	Sell	308,677 -3,048	-1%	-$143K	9.28%	2
2026 Q1	$14.7M	Buy	311,725 +2,810	+0.9%	+$133K	9.76%	2
2025 Q4	$14.6M	Buy	308,915 +393	+0.1%	+$18.7K	9.48%	2
2025 Q3	$14.7M	Buy	308,522 +9,317	+3%	+$438K	10.07%	2
2025 Q2	$14.1M	Buy	299,205 +11,240	+4%	+$522K	10.42%	2
2025 Q1	$13.6M	Buy	287,965 +1,816	+0.6%	+$84.4K	10.45%	1
2024 Q4	$13.2M	Buy	286,149 +3,158	+1%	+$148K	9.81%	2
2024 Q3	$13.7M	Buy	282,991 +73,954	+35%	+$3.51M	9.9%	1
2024 Q2	$9.68M	Buy	209,037 +8,770	+4%	+$403K	7.83%	5
2024 Q1	$9.34M	Buy	200,267 +3,133	+2%	+$146K	7.74%	5
2023 Q4	$9.28M	Buy	+197,134	New	+$8.9M	8.46%	5

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

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

FMA Wealth Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.98% in Q2 2026, selling an estimated $143K and leaving 308,677 shares worth $14.5M. The position accounts for 9.28% of the portfolio, ranked #2.

FMA Wealth Management first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.7M in Q1 2026. 504 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

FMA Wealth Management held 308,677 shares of JPMorgan Core Plus Bond ETF worth $14.5M as of Q2 2026.
FMA Wealth Management sold 3,048 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $143K.
JPMorgan Core Plus Bond ETF made up 9.28% of FMA Wealth Management's portfolio in Q2 2026, its #2 holding.
FMA Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
FMA Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $14.7M in Q1 2026.
504 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.