Oak Barrel Wealth Advisory’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Oak Barrel Wealth Advisory’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	$2.35M	Buy	+50,149	New	+$2.35M	1.04%	15
2025 Q4	$2.94M	Buy	+61,989	New	+$2.95M	1.75%	10

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

Oak Barrel Wealth Advisory's JCPB Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 50,149 shares worth $2.35M. The stake represents 1.04% of the portfolio and ranks #15 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in JCPB as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in JCPB in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.94M in Q4 2025. 508 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Oak Barrel Wealth Advisory held 50,149 shares of JPMorgan Core Plus Bond ETF worth $2.35M as of Q2 2026.
JPMorgan Core Plus Bond ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
JPMorgan Core Plus Bond ETF made up 1.04% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #15 holding.
Oak Barrel Wealth Advisory first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
Oak Barrel Wealth Advisory's JPMorgan Core Plus Bond ETF position peaked at $2.94M in Q4 2025.
508 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.