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International Assets Investment Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

International Assets Investment Management’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 		$17.5K Hold
375
– – ﹤0.01% 1662
2026
Q1 		$17.6K Hold
375
– – ﹤0.01% 1537
2025
Q4 		$17.8K Buy
+375
New +$17.8K ﹤0.01% 1509
2024
Q3 		– Sell
-1,355
Closed -$62.8K – 2235
2024
Q2 		$62.8K Buy
+1,355
New +$62.3K 0.01% 1099

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

International Assets Investment Management's JCPB Position: Q2 2026 in Review

International Assets Investment Management held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 375 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

International Assets Investment Management first reported a position in JCPB in Q2 2024 and has held it in 4 quarters since. The position peaked at $62.8K in Q2 2024. 240 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • International Assets Investment Management held 375 shares of JPMorgan Core Plus Bond ETF worth $17.5K as of Q2 2026.
  • International Assets Investment Management left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1662 holding.
  • International Assets Investment Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's JPMorgan Core Plus Bond ETF position peaked at $62.8K in Q2 2024.
  • 240 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.