Global Retirement Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Global Retirement Partners’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	$1.57M	Buy	+33,353	New	+$1.56M	0.02%	582
2025 Q4	$1.74M	Buy	36,670 +891	+2%	+$42.4K	0.03%	469
2025 Q3	$1.7M	Sell	35,779 -1,786	-5%	-$84.1K	0.04%	397
2025 Q2	$1.77M	Buy	+37,565	New	+$1.74M	0.04%	370
2024 Q4	$3.12M	Buy	67,668 +8,429	+14%	+$395K	0.09%	216
2024 Q3	$2.86M	Buy	59,239 +27,227	+85%	+$1.29M	0.09%	224
2024 Q2	$1.48M	Buy	32,012 +9,556	+43%	+$439K	0.05%	335
2024 Q1	$1.05M	Buy	22,456 +14,716	+190%	+$685K	0.04%	351
2023 Q4	$362K	Buy	7,740 +4,354	+129%	+$197K	0.02%	565
2023 Q3	$149K	Buy	3,386 +2,886	+577%	+$132K	0.01%	783
2023 Q2	$23.3K	Buy	+500	New	+$23.5K	﹤0.01%	1615

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

Global Retirement Partners's JCPB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 33,353 shares worth $1.57M. The stake represents 0.02% of the portfolio and ranks #582 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JCPB as recently as Q4 2025.

Global Retirement Partners first reported a position in JCPB in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.12M in Q4 2024. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Global Retirement Partners held 33,353 shares of JPMorgan Core Plus Bond ETF worth $1.57M as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #582 holding.
Global Retirement Partners first reported a position in JPMorgan Core Plus Bond ETF in Q2 2023 and has held it in 11 quarters since.
Global Retirement Partners's JPMorgan Core Plus Bond ETF position peaked at $3.12M in Q4 2024.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.