Pension & Wealth Management Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Pension & Wealth Management 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	$14K	Buy	297 +4	+1%	+$188	﹤0.01%	420
2026 Q1	$13.8K	Buy	293 +3	+1%	+$142	﹤0.01%	384
2025 Q4	$13.7K	Buy	290 +4	+1%	+$190	﹤0.01%	392
2025 Q3	$13.6K	Buy	286 +23	+9%	+$1.08K	﹤0.01%	383
2025 Q2	$12.4K	Buy	263 +3	+1%	+$139	﹤0.01%	346
2025 Q1	$12.2K	Buy	260 +3	+1%	+$140	﹤0.01%	353
2024 Q4	$11.8K	Buy	+257	New	+$12K	﹤0.01%	359

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pension & Wealth Management Advisors's JCPB Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.4% in Q2 2026, buying an estimated $188 and bringing the position to 297 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Pension & Wealth Management Advisors first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 489 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Pension & Wealth Management Advisors held 297 shares of JPMorgan Core Plus Bond ETF worth $14K as of Q2 2026.
Pension & Wealth Management Advisors bought 4 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $188.
JPMorgan Core Plus Bond ETF made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #420 holding.
Pension & Wealth Management Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
489 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.