Ignite Planners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Ignite Planners’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	$8.19M	Buy	174,056 +3,312	+2%	+$155K	1.12%	17
2026 Q1	$8.05M	Buy	170,744 +6,736	+4%	+$320K	1.24%	14
2025 Q4	$7.79M	Buy	164,008 +3,918	+2%	+$186K	1.19%	15
2025 Q3	$7.61M	Sell	160,090 -5,885	-4%	-$277K	1.25%	15
2025 Q2	$7.73M	Buy	165,975 +12,936	+8%	+$601K	1.35%	13
2025 Q1	$7.13M	Buy	153,039 +24,607	+19%	+$1.14M	1.4%	12
2024 Q4	$5.91M	Buy	128,432 +6,042	+5%	+$283K	1.3%	18
2024 Q3	$5.9M	Buy	122,390 +50,337	+70%	+$2.39M	1.35%	16
2024 Q2	$3.35M	Buy	72,053 +10,417	+17%	+$479K	0.82%	32
2024 Q1	$2.84M	Buy	61,636 +17,704	+40%	+$824K	0.8%	31
2023 Q4	$2.06M	Buy	43,932 +19,363	+79%	+$874K	0.61%	36
2023 Q3	$1.08M	Buy	+24,569	New	+$1.12M	0.33%	79

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

Ignite Planners's JCPB Position: Q2 2026 in Review

Ignite Planners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.9% in Q2 2026, buying an estimated $155K and bringing the position to 174,056 shares worth $8.19M. The position accounts for 1.12% of the portfolio, ranked #17.

Ignite Planners first reported a position in JCPB in Q3 2023 and has held it in 12 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Ignite Planners held 174,056 shares of JPMorgan Core Plus Bond ETF worth $8.19M as of Q2 2026.
Ignite Planners bought 3,312 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $155K.
JPMorgan Core Plus Bond ETF made up 1.12% of Ignite Planners's portfolio in Q2 2026, its #17 holding.
Ignite Planners first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and has held it in 12 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.