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Oak Harbor Wealth Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Oak Harbor Wealth Partners’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 		$95.5K Sell
2,035
-1,525
-43% -$71.5K 0.04% 161
2026
Q1 		$168K Buy
3,560
+2,797
+367% +$133K 0.04% 199
2025
Q4 		$36.1K Buy
+763
New +$36.3K 0.01% 226

Other funds holding JCPB

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HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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 Harbor Wealth Partners's JCPB Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 43% in Q2 2026, selling an estimated $71.5K and leaving 2,035 shares worth $95.5K. The position accounts for 0.04% of the portfolio, ranked #161.

Oak Harbor Wealth Partners first reported a position in JCPB in Q4 2025 and has held it in 3 quarters since. The position peaked at $168K in Q1 2026. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Oak Harbor Wealth Partners held 2,035 shares of JPMorgan Core Plus Bond ETF worth $95.5K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 1,525 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $71.5K.
  • JPMorgan Core Plus Bond ETF made up 0.04% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #161 holding.
  • Oak Harbor Wealth Partners first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Oak Harbor Wealth Partners's JPMorgan Core Plus Bond ETF position peaked at $168K in Q1 2026.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.