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

Independent Wealth Network’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	$1.16M	Buy	24,637 +2,159	+10%	+$101K	0.29%	93
2026 Q1	$1.06M	Buy	22,478 +699	+3%	+$33.2K	0.31%	92
2025 Q4	$1.03M	Buy	21,779 +2,252	+12%	+$107K	0.32%	79
2025 Q3	$928K	Buy	19,527 +4,132	+27%	+$194K	0.3%	87
2025 Q2	$724K	Buy	15,395 +318	+2%	+$14.8K	0.26%	92
2025 Q1	$709K	Buy	15,077 +523	+4%	+$24.3K	0.28%	85
2024 Q4	$670K	Buy	14,554 +4,919	+51%	+$231K	0.27%	87
2024 Q3	$465K	Buy	+9,635	New	+$458K	0.21%	124

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

Independent Wealth Network's JCPB Position: Q2 2026 in Review

Independent Wealth Network increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 9.6% in Q2 2026, buying an estimated $101K and bringing the position to 24,637 shares worth $1.16M. The position accounts for 0.29% of the portfolio, ranked #93.

Independent Wealth Network first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Independent Wealth Network held 24,637 shares of JPMorgan Core Plus Bond ETF worth $1.16M as of Q2 2026.
Independent Wealth Network bought 2,159 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $101K.
JPMorgan Core Plus Bond ETF made up 0.29% of Independent Wealth Network's portfolio in Q2 2026, its #93 holding.
Independent Wealth Network first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.