New Wave Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

New Wave Wealth Advisors’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	$270K	Buy	5,761 +169	+3%	+$7.93K	0.07%	178
2026 Q1	$263K	Buy	5,592 +67	+1%	+$3.18K	0.09%	160
2025 Q4	$263K	Sell	5,525 -2,012	-27%	-$95.7K	0.1%	149
2025 Q3	$358K	Buy	7,537 +93	+1%	+$4.38K	0.14%	109
2025 Q2	$350K	Buy	+7,444	New	+$346K	0.15%	91
2025 Q1	–	Sell	-3,122	Closed	-$144K	–	402
2024 Q4	$144K	Sell	3,122 -2,083	-40%	-$97.6K	0.06%	164
2024 Q3	$251K	Buy	+5,205	New	+$247K	0.12%	124

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

New Wave Wealth Advisors's JCPB Position: Q2 2026 in Review

New Wave Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3% in Q2 2026, buying an estimated $7.93K and bringing the position to 5,761 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #178.

New Wave Wealth Advisors first reported a position in JCPB in Q3 2024 and has held it in 7 quarters since. The position peaked at $358K in Q3 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

New Wave Wealth Advisors held 5,761 shares of JPMorgan Core Plus Bond ETF worth $270K as of Q2 2026.
New Wave Wealth Advisors bought 169 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $7.93K.
JPMorgan Core Plus Bond ETF made up 0.07% of New Wave Wealth Advisors's portfolio in Q2 2026, its #178 holding.
New Wave Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 7 quarters since.
New Wave Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $358K in Q3 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.