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

Members 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	$669K	Buy	+14,251	New	+$668K	0.37%	49

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

Members Wealth's JCPB Position: Q2 2026 in Review

Members Wealth opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 14,251 shares worth $669K. The stake represents 0.37% of the portfolio and ranks #49 among its holdings.

506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Members Wealth held 14,251 shares of JPMorgan Core Plus Bond ETF worth $669K as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new Members Wealth position in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.37% of Members Wealth's portfolio in Q2 2026, its #49 holding.
506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.