NLWP
JCPB icon

Next Level Wealth Planning’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Next Level Wealth Planning’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
Q1 		$212K Hold
4,500
– – 0.11% 68
2025
Q4 		$213K Hold
4,500
– – 0.11% 62
2025
Q3 		$214K Hold
4,500
– – 0.12% 56
2025
Q2 		$212K Hold
4,500
– – 0.14% 52
2025
Q1 		$212K Buy
+4,500
New +$209K 0.16% 44

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Next Level Wealth Planning's JCPB Position: Q1 2026 in Review

Next Level Wealth Planning held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q1 2026 at 4,500 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #68.

Next Level Wealth Planning first reported a position in JCPB in Q1 2025 and has held it in 5 quarters since. The position peaked at $214K in Q3 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • Next Level Wealth Planning held 4,500 shares of JPMorgan Core Plus Bond ETF worth $212K as of Q1 2026.
  • Next Level Wealth Planning left its JPMorgan Core Plus Bond ETF share count unchanged in Q1 2026.
  • JPMorgan Core Plus Bond ETF made up 0.11% of Next Level Wealth Planning's portfolio in Q1 2026, its #68 holding.
  • Next Level Wealth Planning first reported a position in JPMorgan Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Next Level Wealth Planning's JPMorgan Core Plus Bond ETF position peaked at $214K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.