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

GeoWealth 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	$1.19M	Buy	25,441 +3,297	+15%	+$155K	0.04%	281
2026 Q1	$1.04M	Buy	22,144 +3,368	+18%	+$160K	0.04%	274
2025 Q4	$889K	Sell	18,776 -1,721	-8%	-$81.9K	0.03%	304
2025 Q3	$975K	Sell	20,497 -3,170	-13%	-$149K	0.04%	305
2025 Q2	$1.11M	Buy	23,667 +425	+2%	+$19.7K	0.04%	228
2025 Q1	$1.09M	Buy	23,242 +2,481	+12%	+$115K	0.04%	240
2024 Q4	$956K	Sell	20,761 -1,466	-7%	-$68.7K	0.03%	305
2024 Q3	$1.07M	Buy	22,227 +1,754	+9%	+$83.3K	0.04%	284
2024 Q2	$949K	Buy	20,473 +117	+0.6%	+$5.38K	0.04%	283
2024 Q1	$950K	Sell	20,356 -10,104	-33%	-$470K	0.04%	306
2023 Q4	$1.44M	Buy	30,460 +97	+0.3%	+$4.38K	0.12%	168
2023 Q3	$1.36M	Sell	30,363 -3,001	-9%	-$137K	0.15%	119
2023 Q2	$1.55M	Buy	+33,364	New	+$1.57M	0.17%	99

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

GeoWealth Management's JCPB Position: Q2 2026 in Review

GeoWealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 15% in Q2 2026, buying an estimated $155K and bringing the position to 25,441 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #281.

GeoWealth Management first reported a position in JCPB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.55M in Q2 2023. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

GeoWealth Management held 25,441 shares of JPMorgan Core Plus Bond ETF worth $1.19M as of Q2 2026.
GeoWealth Management bought 3,297 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $155K.
JPMorgan Core Plus Bond ETF made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #281 holding.
GeoWealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 13 quarters since.
GeoWealth Management's JPMorgan Core Plus Bond ETF position peaked at $1.55M in Q2 2023.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.