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Golden State Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Golden State Wealth 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 		$7.51K Buy
+160
New +$7.5K ﹤0.01% 1176

Other funds holding JCPB

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Golden State Wealth Management's JCPB Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 160 shares worth $7.51K. The stake represents ﹤0.01% of the portfolio and ranks #1176 among its holdings.

137 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Golden State Wealth Management held 160 shares of JPMorgan Core Plus Bond ETF worth $7.51K as of Q2 2026.
  • JPMorgan Core Plus Bond ETF was a new Golden State Wealth Management position in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1176 holding.
  • 137 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.