Perigon Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Perigon Wealth Management’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	$9.57M	Sell	203,913 -10,384	-5%	-$487K	0.15%	138
2026 Q1	$10.1M	Buy	214,297 +9,890	+5%	+$469K	0.18%	113
2025 Q4	$9.68M	Buy	204,407 +8,771	+4%	+$417K	0.17%	115
2025 Q3	$9.3M	Buy	195,636 +16,817	+9%	+$791K	0.19%	112
2025 Q2	$8.42M	Sell	178,819 -1,262	-0.7%	-$58.6K	0.2%	109
2025 Q1	$8.47M	Sell	180,081 -89,937	-33%	-$4.18M	0.22%	106
2024 Q4	$12.5M	Buy	270,018 +86,883	+47%	+$4.07M	0.31%	68
2024 Q3	$8.83M	Buy	+183,135	New	+$8.7M	0.23%	96

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

Perigon Wealth Management's JCPB Position: Q2 2026 in Review

Perigon Wealth Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.8% in Q2 2026, selling an estimated $487K and leaving 203,913 shares worth $9.57M. The position accounts for 0.15% of the portfolio, ranked #138.

Perigon Wealth Management first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.5M in Q4 2024. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Perigon Wealth Management held 203,913 shares of JPMorgan Core Plus Bond ETF worth $9.57M as of Q2 2026.
Perigon Wealth Management sold 10,384 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $487K.
JPMorgan Core Plus Bond ETF made up 0.15% of Perigon Wealth Management's portfolio in Q2 2026, its #138 holding.
Perigon Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
Perigon Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $12.5M in Q4 2024.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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