Philip James Wealth Mangement’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Philip James Wealth Mangement’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	$6.18M	Sell	131,253 -65,220	-33%	-$3.1M	0.71%	31
2025 Q4	$9.3M	Sell	196,473 -2,850	-1%	-$136K	1.08%	22
2025 Q3	$9.48M	Buy	199,323 +26,152	+15%	+$1.23M	1.11%	21
2025 Q2	$8.15M	Buy	173,171 +3,515	+2%	+$163K	1.04%	19
2025 Q1	$7.98M	Buy	169,656 +17,469	+11%	+$812K	0.97%	21
2024 Q4	$7.01M	Buy	152,187 +58,155	+62%	+$2.73M	0.91%	25
2024 Q3	$4.54M	Buy	94,032 +2,648	+3%	+$126K	0.56%	45
2024 Q2	$4.23M	Buy	+91,384	New	+$4.2M	2.82%	12

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

Philip James Wealth Mangement's JCPB Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 33% in Q1 2026, selling an estimated $3.1M and leaving 131,253 shares worth $6.18M. The position accounts for 0.71% of the portfolio, ranked #31.

Philip James Wealth Mangement first reported a position in JCPB in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.48M in Q3 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Philip James Wealth Mangement held 131,253 shares of JPMorgan Core Plus Bond ETF worth $6.18M as of Q1 2026.
Philip James Wealth Mangement sold 65,220 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $3.1M.
JPMorgan Core Plus Bond ETF made up 0.71% of Philip James Wealth Mangement's portfolio in Q1 2026, its #31 holding.
Philip James Wealth Mangement first reported a position in JPMorgan Core Plus Bond ETF in Q2 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's JPMorgan Core Plus Bond ETF position peaked at $9.48M in Q3 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.