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

Merited 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	$9.04M	Buy	192,594 +85,586	+80%	+$4.01M	6.39%	3
2026 Q1	$5.04M	Buy	107,008 +69,498	+185%	+$3.3M	4.18%	4
2025 Q4	$1.78M	Buy	+37,510	New	+$1.78M	1.65%	21

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

Merited Wealth's JCPB Position: Q2 2026 in Review

Merited Wealth increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 80% in Q2 2026, buying an estimated $4.01M and bringing the position to 192,594 shares worth $9.04M. The position accounts for 6.39% of the portfolio, ranked #3.

Merited Wealth first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. 502 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Merited Wealth held 192,594 shares of JPMorgan Core Plus Bond ETF worth $9.04M as of Q2 2026.
Merited Wealth bought 85,586 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $4.01M.
JPMorgan Core Plus Bond ETF made up 6.39% of Merited Wealth's portfolio in Q2 2026, its #3 holding.
Merited Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
502 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.