Lake Street Private Wealth’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Lake Street Private Wealth’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	$700K	Sell	14,912 -2,706	-15%	-$127K	0.08%	144
2026 Q1	$829K	Buy	17,618 +1,454	+9%	+$69K	0.11%	127
2025 Q4	$765K	Buy	16,164 +2,636	+19%	+$125K	0.09%	136
2025 Q3	$643K	Buy	13,528 +477	+4%	+$22.4K	0.08%	144
2025 Q2	$614K	Buy	13,051 +989	+8%	+$45.9K	0.09%	137
2025 Q1	$567K	Buy	12,062 +1,158	+11%	+$53.9K	0.09%	143
2024 Q4	$502K	Buy	10,904 +2,039	+23%	+$95.6K	0.08%	150
2024 Q3	$428K	Buy	8,865 +1,293	+17%	+$61.4K	0.07%	175
2024 Q2	$351K	Buy	7,572 +726	+11%	+$33.4K	0.05%	251
2024 Q1	$319K	Sell	6,846 -449	-6%	-$20.9K	0.04%	259
2023 Q4	$344K	Buy	7,295 +312	+4%	+$14.1K	0.05%	240
2023 Q3	$312K	Buy	6,983 +1,023	+17%	+$46.8K	0.06%	222
2023 Q2	$278K	Sell	5,960 -1,617	-21%	-$76K	0.05%	236
2023 Q1	$359K	Buy	7,577 +1,358	+22%	+$63.7K	0.07%	212
2022 Q4	$286K	Sell	6,219 -53,687	-90%	-$2.47M	0.06%	229
2022 Q3	$5.92M	Buy	59,906 +55,283	+1,196%	+$2.65M	1.36%	12
2022 Q2	$222K	Buy	+4,623	New	+$226K	0.05%	263

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

Lake Street Private Wealth's JCPB Position: Q2 2026 in Review

Lake Street Private Wealth reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 15% in Q2 2026, selling an estimated $127K and leaving 14,912 shares worth $700K. The position accounts for 0.08% of the portfolio, ranked #144.

Lake Street Private Wealth first reported a position in JCPB in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.92M in Q3 2022. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Lake Street Private Wealth held 14,912 shares of JPMorgan Core Plus Bond ETF worth $700K as of Q2 2026.
Lake Street Private Wealth sold 2,706 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $127K.
JPMorgan Core Plus Bond ETF made up 0.08% of Lake Street Private Wealth's portfolio in Q2 2026, its #144 holding.
Lake Street Private Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 17 quarters since.
Lake Street Private Wealth's JPMorgan Core Plus Bond ETF position peaked at $5.92M in Q3 2022.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.