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

Linscomb Wealth’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	$259K	Hold	5,511	–	–	0.01%	286
2026 Q1	$259K	Sell	5,511 -336	-6%	-$15.9K	0.01%	306
2025 Q4	$277K	Sell	5,847 -238	-4%	-$11.3K	0.01%	270
2025 Q3	$289K	Sell	6,085 -1,624	-21%	-$76.4K	0.01%	270
2025 Q2	$363K	Sell	7,709 -475	-6%	-$22.1K	0.02%	250
2025 Q1	$385K	Buy	8,184 +2,605	+47%	+$121K	0.02%	244
2024 Q4	$257K	Hold	5,579	–	–	0.01%	267
2024 Q3	$269K	Sell	5,579 -7	-0.1%	-$333	0.01%	259
2024 Q2	$259K	Buy	5,586 +8	+0.1%	+$368	0.01%	258
2024 Q1	$260K	Buy	5,578 +355	+7%	+$16.5K	0.01%	257
2023 Q4	$246K	Buy	+5,223	New	+$236K	0.01%	259

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

Linscomb Wealth's JCPB Position: Q2 2026 in Review

Linscomb Wealth held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 5,511 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #286.

Linscomb Wealth first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $385K in Q1 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Linscomb Wealth held 5,511 shares of JPMorgan Core Plus Bond ETF worth $259K as of Q2 2026.
Linscomb Wealth left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #286 holding.
Linscomb Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
Linscomb Wealth's JPMorgan Core Plus Bond ETF position peaked at $385K in Q1 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.