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Mark Sheptoff Financial Planning’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Mark Sheptoff Financial Planning’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 		$14.1K Sell
300
-18,700
-98% -$877K 0.01% 318
2026
Q1 		$889K Buy
+19,000
New +$902K 0.47% 39

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

Mark Sheptoff Financial Planning's JCPB Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 98% in Q2 2026, selling an estimated $877K and leaving 300 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #318.

Mark Sheptoff Financial Planning first reported a position in JCPB in Q1 2026 and has held it in 2 quarters since. The position peaked at $889K in Q1 2026. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Mark Sheptoff Financial Planning held 300 shares of JPMorgan Core Plus Bond ETF worth $14.1K as of Q2 2026.
  • Mark Sheptoff Financial Planning sold 18,700 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $877K.
  • JPMorgan Core Plus Bond ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #318 holding.
  • Mark Sheptoff Financial Planning first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Mark Sheptoff Financial Planning's JPMorgan Core Plus Bond ETF position peaked at $889K in Q1 2026.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.