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

Legacy Wealth Management (Tennessee)’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	$190M	Buy	4,057,660 +190,026	+5%	+$8.91M	9.97%	5
2026 Q1	$182M	Buy	3,867,634 +137,884	+4%	+$6.54M	10.62%	4
2025 Q4	$177M	Buy	3,729,750 +182,776	+5%	+$8.7M	10.18%	4
2025 Q3	$169M	Buy	3,546,974 +232,040	+7%	+$10.9M	9.93%	4
2025 Q2	$156M	Buy	3,314,934 +81,090	+3%	+$3.77M	9.7%	4
2025 Q1	$152M	Buy	3,233,844 +52,375	+2%	+$2.44M	10.14%	4
2024 Q4	$147M	Buy	3,181,469 +162,386	+5%	+$7.61M	9.41%	4
2024 Q3	$146M	Buy	3,019,083 +355,683	+13%	+$16.9M	9.44%	4
2024 Q2	$123M	Buy	2,663,400 +172,168	+7%	+$7.92M	8.93%	5
2024 Q1	$116M	Buy	2,491,232 +175,127	+8%	+$8.15M	8.57%	5
2023 Q4	$109M	Buy	2,316,105 +67,479	+3%	+$3.05M	8.64%	4
2023 Q3	$100M	Buy	2,248,626 +111,920	+5%	+$5.12M	8.78%	4
2023 Q2	$99.5M	Buy	2,136,706 +122,347	+6%	+$5.75M	8.42%	4
2023 Q1	$95.5M	Buy	2,014,359 +1,295,770	+180%	+$60.8M	8.54%	4
2022 Q4	$33M	Buy	718,589 +346,227	+93%	+$15.9M	3.16%	9
2022 Q3	$17.1M	Buy	372,362 +271,126	+268%	+$13M	1.77%	9
2022 Q2	$4.86M	Buy	+101,236	New	+$4.94M	0.59%	12

Other funds holding JCPB

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.9% in Q2 2026, buying an estimated $8.91M and bringing the position to 4,057,660 shares worth $190M. The position accounts for 9.97% of the portfolio, ranked #5.

Legacy Wealth Management (Tennessee) first reported a position in JCPB in Q2 2022 and has held it in 17 quarters since. 159 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Legacy Wealth Management (Tennessee) held 4,057,660 shares of JPMorgan Core Plus Bond ETF worth $190M as of Q2 2026.
Legacy Wealth Management (Tennessee) bought 190,026 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $8.91M.
JPMorgan Core Plus Bond ETF made up 9.97% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #5 holding.
Legacy Wealth Management (Tennessee) first reported a position in JPMorgan Core Plus Bond ETF in Q2 2022 and has held it in 17 quarters since.
159 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.