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Quantum Financial Planning Services’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Quantum Financial Planning Services’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 		$301K Buy
+6,420
New +$301K 0.09% 44

Other funds holding JCPB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Quantum Financial Planning Services's JCPB Position: Q2 2026 in Review

Quantum Financial Planning Services opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026: 6,420 shares worth $301K. The stake represents 0.09% of the portfolio and ranks #44 among its holdings.

76 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Quantum Financial Planning Services held 6,420 shares of JPMorgan Core Plus Bond ETF worth $301K as of Q2 2026.
  • JPMorgan Core Plus Bond ETF was a new Quantum Financial Planning Services position in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.09% of Quantum Financial Planning Services's portfolio in Q2 2026, its #44 holding.
  • 76 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.