Retireful LLC’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Retireful LLC’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	$303K	Buy	+6,433	New	+$305K	0.43%	71

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

Retireful LLC's JCPB Position: Q1 2026 in Review

Retireful LLC opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q1 2026: 6,433 shares worth $303K. The stake represents 0.43% of the portfolio and ranks #71 among its holdings.

478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Retireful LLC held 6,433 shares of JPMorgan Core Plus Bond ETF worth $303K as of Q1 2026.
JPMorgan Core Plus Bond ETF was a new Retireful LLC position in Q1 2026.
JPMorgan Core Plus Bond ETF made up 0.43% of Retireful LLC's portfolio in Q1 2026, its #71 holding.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.