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

Imprint Wealth’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	–	Sell	-317	Closed	-$14.9K	–	300
2026 Q1	$14.9K	Hold	317	–	–	0.07%	94
2025 Q4	$15K	Sell	317 -317	-50%	-$15.1K	0.07%	110
2025 Q3	$30.1K	Buy	+634	New	+$29.8K	0.1%	99

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

Imprint Wealth's JCPB Position: Q2 2026 in Review

Imprint Wealth sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026, closing a stake of 317 shares — an estimated $14.9K sold.

Imprint Wealth first reported a position in JCPB in Q3 2025 and held it in 3 quarters. The position peaked at $30.1K in Q3 2025. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Imprint Wealth reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
Imprint Wealth sold 317 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $14.9K.
Imprint Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and held it in 3 quarters.
Imprint Wealth's JPMorgan Core Plus Bond ETF position peaked at $30.1K in Q3 2025.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.