Heritage Wealth Architects’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Heritage Wealth Architects’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	$2.96M	Buy	63,897 +13,173	+26%	+$618K	1.18%	12
2026 Q1	$2.38M	Sell	50,724 -1,600	-3%	-$75.9K	0.99%	16
2025 Q4	$2.48M	Buy	52,324 +8,470	+19%	+$403K	1.16%	14
2025 Q3	$2.09M	Buy	43,854 +676	+2%	+$31.8K	1.28%	14
2025 Q2	$2.03M	Buy	43,178 +4,453	+11%	+$207K	1.5%	14
2025 Q1	$1.82M	Buy	+38,725	New	+$1.8M	1.77%	12

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

Heritage Wealth Architects's JCPB Position: Q2 2026 in Review

Heritage Wealth Architects increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 26% in Q2 2026, buying an estimated $618K and bringing the position to 63,897 shares worth $2.96M. The position accounts for 1.18% of the portfolio, ranked #12.

Heritage Wealth Architects first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Heritage Wealth Architects held 63,897 shares of JPMorgan Core Plus Bond ETF worth $2.96M as of Q2 2026.
Heritage Wealth Architects bought 13,173 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $618K.
JPMorgan Core Plus Bond ETF made up 1.18% of Heritage Wealth Architects's portfolio in Q2 2026, its #12 holding.
Heritage Wealth Architects first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.