KWM
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Kingsview Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Kingsview Wealth 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 		$1.84M Buy
39,194
+2,941
+8% +$138K 0.02% 578
2026
Q1 		$1.71M Buy
36,253
+10,308
+40% +$489K 0.02% 543
2025
Q4 		$1.23M Buy
25,945
+350
+1% +$16.7K 0.02% 584
2025
Q3 		$1.22M Buy
25,595
+11,040
+76% +$520K 0.02% 559
2025
Q2 		$685K Buy
14,555
+185
+1% +$8.59K 0.01% 672
2025
Q1 		$676K Sell
14,370
-7,921
-36% -$368K 0.01% 636
2024
Q4 		$1.03M Sell
22,291
-8,836
-28% -$414K 0.02% 538
2024
Q3 		$1.5M Buy
31,127
+5,886
+23% +$280K 0.03% 442
2024
Q2 		$1.17M Buy
25,241
+5,823
+30% +$268K 0.03% 468
2024
Q1 		$906K Buy
19,418
+9,929
+105% +$462K 0.02% 523
2023
Q4 		$447K Sell
9,489
-8,682
-48% -$392K 0.01% 662
2023
Q3 		$812K Buy
+18,171
New +$832K 0.03% 491
2022
Q4 		– Sell
-12,611
Closed -$579K – 874
2022
Q3 		$579K Sell
12,611
-5,067
-29% -$243K 0.03% 463
2022
Q2 		$849K Buy
17,678
+3,018
+21% +$147K 0.04% 406
2022
Q1 		$749K Sell
14,660
-1,620
-10% -$84.9K 0.03% 477
2021
Q4 		$884K Sell
16,280
-2,154
-12% -$117K 0.04% 438
2021
Q3 		$1M Buy
18,434
+7,697
+72% +$423K 0.05% 379
2021
Q2 		$586K Buy
10,737
+263
+3% +$14.3K 0.03% 520
2021
Q1 		$565K Buy
10,474
+1,259
+14% +$68.9K 0.03% 486
2020
Q4 		$514K Sell
9,215
-1,154
-11% -$64.4K 0.04% 440
2020
Q3 		$578K Buy
10,369
+4,911
+90% +$275K 0.05% 338
2020
Q2 		$301K Buy
+5,458
New +$298K 0.03% 437

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Kingsview Wealth Management's JCPB Position: Q2 2026 in Review

Kingsview Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 8.1% in Q2 2026, buying an estimated $138K and bringing the position to 39,194 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #578.

Kingsview Wealth Management first reported a position in JCPB in Q2 2020 and has held it in 22 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Kingsview Wealth Management held 39,194 shares of JPMorgan Core Plus Bond ETF worth $1.84M as of Q2 2026.
  • Kingsview Wealth Management bought 2,941 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $138K.
  • JPMorgan Core Plus Bond ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #578 holding.
  • Kingsview Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.