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

Prestige Wealth Management Group’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	$43.2K	Hold	920	–	–	0.01%	281
2026 Q1	$43.3K	Hold	920	–	–	0.01%	266
2025 Q4	$43.7K	Hold	920	–	–	0.01%	269
2025 Q3	$43.7K	Hold	920	–	–	0.01%	277
2025 Q2	$43.3K	Hold	920	–	–	0.01%	272
2025 Q1	$43.3K	Hold	920	–	–	0.01%	268
2024 Q4	$42.6K	Hold	920	–	–	0.01%	276
2024 Q3	$44.4K	Sell	920 -2,100	-70%	-$99.8K	0.01%	260
2024 Q2	$140K	Hold	3,020	–	–	0.03%	154
2024 Q1	$141K	Hold	3,020	–	–	0.03%	175
2023 Q4	$143K	Sell	3,020 -14,479	-83%	-$654K	0.03%	159
2023 Q3	$782K	Sell	17,499 -2,272	-11%	-$104K	0.19%	57
2023 Q2	$921K	Hold	19,771	–	–	0.22%	56
2023 Q1	$937K	Sell	19,771 -445,499	-96%	-$20.9M	0.24%	54
2022 Q4	$21.4M	Sell	465,270 -17,160	-4%	-$788K	5.59%	2
2022 Q3	$22.1M	Buy	482,430 +6,892	+1%	+$331K	6.22%	2
2022 Q2	$22.8M	Sell	475,538 -9,674	-2%	-$472K	6.2%	2
2022 Q1	$24.8M	Buy	485,212 +17,364	+4%	+$910K	6.1%	3
2021 Q4	$25.4M	Buy	467,848 +14,890	+3%	+$810K	6.07%	5
2021 Q3	$24.7M	Buy	452,958 +994	+0.2%	+$54.6K	6.32%	5
2021 Q2	$24.7M	Sell	451,964 -22,637	-5%	-$1.23M	6.57%	5
2021 Q1	$25.6M	Buy	474,601 +15,806	+3%	+$865K	6.99%	5
2020 Q4	$25.6M	Sell	458,795 -14,430	-3%	-$805K	7.01%	5
2020 Q3	$26.4M	Buy	473,225 +201,349	+74%	+$11.3M	7.97%	4
2020 Q2	$15M	Buy	271,876 +4,298	+2%	+$235K	5.29%	5
2020 Q1	$14.5M	Buy	+267,578	New	+$14.3M	6.11%	4

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

Prestige Wealth Management Group's JCPB Position: Q2 2026 in Review

Prestige Wealth Management Group held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 920 shares worth $43.2K. The position accounts for 0.01% of the portfolio, ranked #281.

Prestige Wealth Management Group first reported a position in JCPB in Q1 2020 and has held it in 26 quarters since. The position peaked at $26.4M in Q3 2020. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Prestige Wealth Management Group held 920 shares of JPMorgan Core Plus Bond ETF worth $43.2K as of Q2 2026.
Prestige Wealth Management Group left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #281 holding.
Prestige Wealth Management Group first reported a position in JPMorgan Core Plus Bond ETF in Q1 2020 and has held it in 26 quarters since.
Prestige Wealth Management Group's JPMorgan Core Plus Bond ETF position peaked at $26.4M in Q3 2020.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.