Heritage Wealth Management (Ohio)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Heritage Wealth Management (Ohio)’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	$6.34M	Buy	135,075 +7,737	+6%	+$363K	1.58%	10
2026 Q1	$6M	Buy	127,338 +12,730	+11%	+$604K	2.97%	3
2025 Q4	$5.43M	Buy	114,608 +38,649	+51%	+$1.84M	1.51%	9
2025 Q3	$3.61M	Buy	75,959 +26,771	+54%	+$1.26M	1.06%	18
2025 Q2	$2.31M	Buy	49,188 +9,090	+23%	+$422K	0.75%	30
2025 Q1	$1.89M	Buy	40,098 +5,650	+16%	+$263K	0.64%	38
2024 Q4	$1.59M	Buy	34,448 +2,720	+9%	+$128K	0.53%	42
2024 Q3	$1.53M	Buy	31,728 +6,046	+24%	+$287K	0.5%	48
2024 Q2	$1.19M	Buy	+25,682	New	+$1.18M	0.4%	65

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 Management (Ohio)'s JCPB Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.1% in Q2 2026, buying an estimated $363K and bringing the position to 135,075 shares worth $6.34M. The position accounts for 1.58% of the portfolio, ranked #10.

Heritage Wealth Management (Ohio) first reported a position in JCPB in Q2 2024 and has held it in 9 quarters since. 504 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Heritage Wealth Management (Ohio) held 135,075 shares of JPMorgan Core Plus Bond ETF worth $6.34M as of Q2 2026.
Heritage Wealth Management (Ohio) bought 7,737 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $363K.
JPMorgan Core Plus Bond ETF made up 1.58% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #10 holding.
Heritage Wealth Management (Ohio) first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
504 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.