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Holistic Planning’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Holistic Planning’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 		$541K Buy
11,515
+3,352
+41% +$157K 0.08% 196
2026
Q1 		$384K Sell
8,163
-4,404
-35% -$209K 0.08% 209
2025
Q4 		$595K Buy
+12,567
New +$598K 0.13% 145

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Holistic Planning's JCPB Position: Q2 2026 in Review

Holistic Planning increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 41% in Q2 2026, buying an estimated $157K and bringing the position to 11,515 shares worth $541K. The position accounts for 0.08% of the portfolio, ranked #196.

Holistic Planning first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. The position peaked at $595K in Q4 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Holistic Planning held 11,515 shares of JPMorgan Core Plus Bond ETF worth $541K as of Q2 2026.
  • Holistic Planning bought 3,352 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $157K.
  • JPMorgan Core Plus Bond ETF made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #196 holding.
  • Holistic Planning first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Holistic Planning's JPMorgan Core Plus Bond ETF position peaked at $595K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.