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

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 (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. 505 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.
505 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.