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

Maia 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 		$230K Sell
4,904
-5,238
-52% -$246K 0.03% 331
2026
Q1 		$477K Sell
10,142
-7,954
-44% -$377K 0.08% 222
2025
Q4 		$865K Sell
18,096
-16,678
-48% -$793K 0.15% 154
2025
Q3 		$1.65M Buy
34,774
+3,189
+10% +$150K 0.28% 102
2025
Q2 		$1.49M Buy
31,585
+17,171
+119% +$798K 0.28% 95
2025
Q1 		$666K Buy
+14,414
New +$670K 0.15% 146

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

Maia Wealth's JCPB Position: Q2 2026 in Review

Maia Wealth reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 52% in Q2 2026, selling an estimated $246K and leaving 4,904 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #331.

Maia Wealth first reported a position in JCPB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.65M in Q3 2025. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Maia Wealth held 4,904 shares of JPMorgan Core Plus Bond ETF worth $230K as of Q2 2026.
  • Maia Wealth sold 5,238 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $246K.
  • JPMorgan Core Plus Bond ETF made up 0.03% of Maia Wealth's portfolio in Q2 2026, its #331 holding.
  • Maia Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Maia Wealth's JPMorgan Core Plus Bond ETF position peaked at $1.65M in Q3 2025.
  • 508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.