Legacy Wealth Management (Idaho)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.56M	Sell	33,224 -9,428	-22%	-$442K	0.64%	37
2026 Q1	$2.01M	Buy	42,652 +2,236	+6%	+$106K	1%	19
2025 Q4	$1.91M	Sell	40,416 -2,513	-6%	-$120K	0.92%	21
2025 Q3	$2.04M	Sell	42,929 -4,060	-9%	-$191K	0.92%	21
2025 Q2	$2.21M	Buy	46,989 +44,244	+1,612%	+$2.06M	1.15%	19
2025 Q1	$129K	Sell	2,745 -65,471	-96%	-$3.04M	0.09%	89
2024 Q4	$3.16M	Sell	68,216 -7,175	-10%	-$336K	2.02%	17
2024 Q3	$3.5M	Buy	+75,391	New	+$3.58M	2.04%	15

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

Legacy Wealth Management (Idaho)'s JCPB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 22% in Q2 2026, selling an estimated $442K and leaving 33,224 shares worth $1.56M. The position accounts for 0.64% of the portfolio, ranked #37.

Legacy Wealth Management (Idaho) first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.5M in Q3 2024. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Legacy Wealth Management (Idaho) held 33,224 shares of JPMorgan Core Plus Bond ETF worth $1.56M as of Q2 2026.
Legacy Wealth Management (Idaho) sold 9,428 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $442K.
JPMorgan Core Plus Bond ETF made up 0.64% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #37 holding.
Legacy Wealth Management (Idaho) first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s JPMorgan Core Plus Bond ETF position peaked at $3.5M in Q3 2024.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.