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

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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.

240 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.
240 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.