Gentry Private Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Gentry Private 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	$1.8M	Buy	38,294 +1,082	+3%	+$50.7K	0.93%	17
2026 Q1	$1.75M	Buy	37,212 +12,937	+53%	+$614K	1.06%	14
2025 Q4	$1.15M	Buy	24,275 +11,046	+83%	+$526K	0.72%	20
2025 Q3	$629K	Sell	13,229 -6,128	-32%	-$288K	0.44%	32
2025 Q2	$911K	Sell	19,357 -4,189	-18%	-$195K	0.7%	18
2025 Q1	$1.11M	Sell	23,546 -3,124	-12%	-$145K	0.91%	17
2024 Q4	$1.23M	Sell	26,670 -914	-3%	-$42.8K	5.11%	8
2024 Q3	$1.33M	Buy	+27,584	New	+$1.31M	1.09%	14

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

Gentry Private Wealth's JCPB Position: Q2 2026 in Review

Gentry Private Wealth increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.9% in Q2 2026, buying an estimated $50.7K and bringing the position to 38,294 shares worth $1.8M. The position accounts for 0.93% of the portfolio, ranked #17.

Gentry Private Wealth first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Gentry Private Wealth held 38,294 shares of JPMorgan Core Plus Bond ETF worth $1.8M as of Q2 2026.
Gentry Private Wealth bought 1,082 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $50.7K.
JPMorgan Core Plus Bond ETF made up 0.93% of Gentry Private Wealth's portfolio in Q2 2026, its #17 holding.
Gentry Private Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.