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

Mascoma Wealth Management’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	$28.2M	Buy	600,244 +38,873	+7%	+$1.82M	5.22%	5
2026 Q1	$26.4M	Buy	561,371 +72,416	+15%	+$3.44M	5.46%	5
2025 Q4	$23.2M	Buy	488,955 +26,494	+6%	+$1.26M	4.96%	5
2025 Q3	$22M	Buy	462,461 +3,417	+0.7%	+$161K	4.85%	5
2025 Q2	$21.6M	Buy	459,044 +110,713	+32%	+$5.14M	5.02%	5
2025 Q1	$16.4M	Buy	348,331 +20,405	+6%	+$949K	4.08%	8
2024 Q4	$15.1M	Buy	327,926 +8,764	+3%	+$411K	3.79%	9
2024 Q3	$15.4M	Buy	319,162 +22,432	+8%	+$1.07M	3.83%	8
2024 Q2	$13.7M	Buy	296,730 +21,570	+8%	+$992K	3.65%	9
2024 Q1	$12.8M	Buy	275,160 +274,869	+94,457%	+$12.8M	3.65%	9
2023 Q4	$13.7K	Buy	+291	New	+$13.1K	﹤0.01%	295
2022 Q3	–	Sell	-769	Closed	-$37K	–	613
2022 Q2	$37K	Hold	769	–	–	0.01%	280
2022 Q1	$39K	Hold	769	–	–	0.01%	300
2021 Q4	$42K	Hold	769	–	–	0.01%	244
2021 Q3	$42K	Buy	+769	New	+$42.2K	0.02%	223
2021 Q2	–	Sell	-769	Closed	-$41K	–	288
2021 Q1	$41K	Buy	+769	New	+$42.1K	0.02%	229

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

Mascoma Wealth Management's JCPB Position: Q2 2026 in Review

Mascoma Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 6.9% in Q2 2026, buying an estimated $1.82M and bringing the position to 600,244 shares worth $28.2M. The position accounts for 5.22% of the portfolio, ranked #5.

Mascoma Wealth Management first reported a position in JCPB in Q1 2021 and has held it in 16 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Mascoma Wealth Management held 600,244 shares of JPMorgan Core Plus Bond ETF worth $28.2M as of Q2 2026.
Mascoma Wealth Management bought 38,873 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.82M.
JPMorgan Core Plus Bond ETF made up 5.22% of Mascoma Wealth Management's portfolio in Q2 2026, its #5 holding.
Mascoma Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q1 2021 and has held it in 16 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.