FWG Holdings’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

FWG Holdings’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	$785K	Buy	16,990 +189	+1%	+$8.86K	0.27%	64
2026 Q1	$788K	Sell	16,801 -6,722	-29%	-$319K	0.3%	59
2025 Q4	$1.12M	Sell	23,523 -4	-0%	-$190	0.42%	51
2025 Q3	$1.12M	Buy	23,527 +134	+0.6%	+$6.31K	0.48%	38
2025 Q2	$1.1M	Sell	23,393 -64	-0.3%	-$2.97K	0.52%	36
2025 Q1	$1.1M	Buy	23,457 +677	+3%	+$31.5K	0.54%	28
2024 Q4	$1.05M	Sell	22,780 -222	-1%	-$10.4K	0.51%	31
2024 Q3	$1.08M	Sell	23,002 -995	-4%	-$47.3K	0.54%	29
2024 Q2	$1.12M	Buy	23,997 +30	+0.1%	+$1.38K	0.56%	30
2024 Q1	$1.1M	Buy	23,967 +386	+2%	+$18K	0.59%	27
2023 Q4	$1.1M	Buy	23,581 +1,358	+6%	+$61.3K	0.66%	27
2023 Q3	$975K	Sell	22,223 -24	-0.1%	-$1.1K	0.65%	26
2023 Q2	$1.02M	Buy	22,247 +677	+3%	+$31.8K	0.65%	28
2023 Q1	$1.02M	Buy	+21,570	New	+$1.01M	0.74%	27

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

FWG Holdings's JCPB Position: Q2 2026 in Review

FWG Holdings increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.1% in Q2 2026, buying an estimated $8.86K and bringing the position to 16,990 shares worth $785K. The position accounts for 0.27% of the portfolio, ranked #64.

FWG Holdings first reported a position in JCPB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.12M in Q3 2025. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

FWG Holdings held 16,990 shares of JPMorgan Core Plus Bond ETF worth $785K as of Q2 2026.
FWG Holdings bought 189 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $8.86K.
JPMorgan Core Plus Bond ETF made up 0.27% of FWG Holdings's portfolio in Q2 2026, its #64 holding.
FWG Holdings first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 14 quarters since.
FWG Holdings's JPMorgan Core Plus Bond ETF position peaked at $1.12M in Q3 2025.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on FWG Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.