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

Integrated Wealth Concepts’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	$2.59M	Buy	55,273 +13,562	+33%	+$636K	0.02%	748
2026 Q1	$1.96M	Buy	41,711 +37,010	+787%	+$1.76M	0.02%	752
2025 Q4	$223K	Sell	4,701 -1,750	-27%	-$83.3K	﹤0.01%	1464
2025 Q3	$307K	Buy	+6,451	New	+$304K	﹤0.01%	1617
2025 Q2	–	Sell	-5,895	Closed	-$277K	–	1952
2025 Q1	$277K	Sell	5,895 -3,325	-36%	-$155K	﹤0.01%	1454
2024 Q4	$425K	Sell	9,220 -188,372	-95%	-$8.83M	﹤0.01%	1200
2024 Q3	$9.53M	Sell	197,592 -8,374	-4%	-$398K	0.12%	178
2024 Q2	$9.54M	Sell	205,966 -40,743	-17%	-$1.87M	0.13%	163
2024 Q1	$11.5M	Sell	246,709 -3,219	-1%	-$150K	0.17%	143
2023 Q4	$11.8M	Buy	+249,928	New	+$11.3M	0.19%	124
2023 Q3	–	Sell	-4,394	Closed	-$205K	–	1590
2023 Q2	$205K	Sell	4,394 -141	-3%	-$6.63K	﹤0.01%	1421
2023 Q1	$215K	Buy	+4,535	New	+$213K	﹤0.01%	1195
2022 Q3	–	Sell	-4,230	Closed	-$203K	–	981
2022 Q2	$203K	Sell	4,230 -345	-8%	-$16.8K	0.01%	898
2022 Q1	$234K	Buy	+4,575	New	+$240K	0.01%	824

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

Integrated Wealth Concepts's JCPB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 33% in Q2 2026, buying an estimated $636K and bringing the position to 55,273 shares worth $2.59M. The position accounts for 0.02% of the portfolio, ranked #748.

Integrated Wealth Concepts first reported a position in JCPB in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.8M in Q4 2023. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Integrated Wealth Concepts held 55,273 shares of JPMorgan Core Plus Bond ETF worth $2.59M as of Q2 2026.
Integrated Wealth Concepts bought 13,562 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $636K.
JPMorgan Core Plus Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #748 holding.
Integrated Wealth Concepts first reported a position in JPMorgan Core Plus Bond ETF in Q1 2022 and has held it in 14 quarters since.
Integrated Wealth Concepts's JPMorgan Core Plus Bond ETF position peaked at $11.8M in Q4 2023.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.