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LeClair Wealth Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

LeClair Wealth Partners’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 		– Sell
-453,035
Closed -$21.3M – 154
2026
Q1 		$21.3M Buy
+453,035
New +$21.5M 7.37% 2

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

LeClair Wealth Partners's JCPB Position: Q2 2026 in Review

LeClair Wealth Partners sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026, closing a stake of 453,035 shares — an estimated $21.3M sold.

LeClair Wealth Partners first reported a position in JCPB in Q1 2026 and held it in 1 quarter. The position peaked at $21.3M in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • LeClair Wealth Partners reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 453,035 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $21.3M.
  • LeClair Wealth Partners first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's JPMorgan Core Plus Bond ETF position peaked at $21.3M in Q1 2026.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.