John W. Brooker & Co’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

John W. Brooker & Co’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	$1.96M	Sell	41,834 -16,360	-28%	-$767K	2.37%	11
2026 Q1	$2.74M	Sell	58,194 -13,438	-19%	-$638K	4.32%	6
2025 Q4	$3.39M	Sell	71,632 -3,355	-4%	-$160K	6.07%	2
2025 Q3	$3.57M	Sell	74,987 -794	-1%	-$37.4K	7.24%	2
2025 Q2	$3.54M	Sell	75,781 -337,997	-82%	-$15.7M	8.29%	2
2025 Q1	$19.5M	Buy	413,778 +112,522	+37%	+$5.23M	8.05%	1
2024 Q4	$13.9M	Buy	301,256 +92,205	+44%	+$4.32M	5.99%	3
2024 Q3	$10.1M	Buy	209,051 +28,654	+16%	+$1.36M	4.63%	5
2024 Q2	$8.36M	Buy	180,397 +121,416	+206%	+$5.58M	4.19%	5
2024 Q1	$2.75M	Buy	+58,981	New	+$2.74M	1.48%	18

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

John W. Brooker & Co's JCPB Position: Q2 2026 in Review

John W. Brooker & Co reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 28% in Q2 2026, selling an estimated $767K and leaving 41,834 shares worth $1.96M. The position accounts for 2.37% of the portfolio, ranked #11.

John W. Brooker & Co first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.5M in Q1 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

John W. Brooker & Co held 41,834 shares of JPMorgan Core Plus Bond ETF worth $1.96M as of Q2 2026.
John W. Brooker & Co sold 16,360 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $767K.
JPMorgan Core Plus Bond ETF made up 2.37% of John W. Brooker & Co's portfolio in Q2 2026, its #11 holding.
John W. Brooker & Co first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
John W. Brooker & Co's JPMorgan Core Plus Bond ETF position peaked at $19.5M in Q1 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.