Landmark Wealth Management (New York)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Landmark Wealth Management (New York)’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	$11.6M	Buy	246,133 +20,736	+9%	+$972K	2.76%	7
2026 Q1	$10.6M	Buy	225,397 +47,101	+26%	+$2.24M	2.84%	6
2025 Q4	$8.44M	Buy	178,296 +9,360	+6%	+$445K	3.23%	6
2025 Q3	$8.03M	Buy	168,936 +7,714	+5%	+$363K	3.19%	6
2025 Q2	$7.59M	Sell	161,222 -2,780	-2%	-$129K	3.23%	6
2025 Q1	$7.71M	Sell	164,002 -3,122	-2%	-$145K	3.4%	6
2024 Q4	$7.7M	Buy	167,124 +6,860	+4%	+$322K	3.41%	5
2024 Q3	$7.73M	Buy	160,264 +3,374	+2%	+$160K	3.37%	5
2024 Q2	$7.27M	Buy	156,890 +8,701	+6%	+$400K	5.66%	4
2024 Q1	$6.91M	Buy	148,189 +7,046	+5%	+$328K	3.2%	5
2023 Q4	$6.65M	Buy	141,143 +5,225	+4%	+$236K	3.27%	5
2023 Q3	$6.07M	Buy	135,918 +3,768	+3%	+$172K	3.45%	4
2023 Q2	$6.16M	Buy	132,150 +1,954	+2%	+$91.8K	5.45%	3
2023 Q1	$6.17M	Buy	130,196 +24,351	+23%	+$1.14M	3.43%	4
2022 Q4	$4.86M	Buy	105,845 +901	+0.9%	+$41.4K	3.52%	4
2022 Q3	$4.82M	Sell	104,944 -43,345	-29%	-$2.08M	3.65%	5
2022 Q2	$7.12M	Sell	148,289 -203,089	-58%	-$9.91M	9.1%	3
2022 Q1	$9.15M	Buy	351,378 +188,619	+116%	+$9.88M	4.8%	4
2021 Q4	$9K	Buy	+162,759	New	+$8.85M	5.26%	5

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

Landmark Wealth Management (New York)'s JCPB Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 9.2% in Q2 2026, buying an estimated $972K and bringing the position to 246,133 shares worth $11.6M. The position accounts for 2.76% of the portfolio, ranked #7.

Landmark Wealth Management (New York) first reported a position in JCPB in Q4 2021 and has held it in 19 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Landmark Wealth Management (New York) held 246,133 shares of JPMorgan Core Plus Bond ETF worth $11.6M as of Q2 2026.
Landmark Wealth Management (New York) bought 20,736 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $972K.
JPMorgan Core Plus Bond ETF made up 2.76% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #7 holding.
Landmark Wealth Management (New York) first reported a position in JPMorgan Core Plus Bond ETF in Q4 2021 and has held it in 19 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.