Focus Partners Wealth
JCPB icon

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

Focus Partners Wealth’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 		$34.9M Buy
742,996
+642,509
+639% +$30.1M 0.04% 391
2026
Q1 		$34.2M Sell
100,487
-635,009
-86% -$30.1M 0.04% 370
2025
Q4 		$35M Buy
735,496
+22,806
+3% +$1.09M 0.04% 356
2025
Q3 		$33.9M Buy
712,690
+9,167
+1% +$431K 0.05% 288
2025
Q2 		$33.1M Buy
703,523
+24,011
+4% +$1.12M 0.07% 255
2025
Q1 		$32M Buy
679,512
+32,189
+5% +$1.5M 0.08% 238
2024
Q4 		$29.8M Buy
647,323
+97,583
+18% +$4.57M 0.08% 241
2024
Q3 		$26.5M Buy
+549,740
New +$26.1M 0.08% 238

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

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

Focus Partners Wealth increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 639% in Q2 2026, buying an estimated $30.1M and bringing the position to 742,996 shares worth $34.9M. The position accounts for 0.04% of the portfolio, ranked #391.

Focus Partners Wealth first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. The position peaked at $35M in Q4 2025. 504 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Focus Partners Wealth held 742,996 shares of JPMorgan Core Plus Bond ETF worth $34.9M as of Q2 2026.
  • Focus Partners Wealth bought 642,509 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $30.1M.
  • JPMorgan Core Plus Bond ETF made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #391 holding.
  • Focus Partners Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's JPMorgan Core Plus Bond ETF position peaked at $35M in Q4 2025.
  • 504 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.