Retirement Guys Formula’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Retirement Guys Formula’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	$1.31M	Sell	27,896 -1,575	-5%	-$74.7K	0.6%	72
2025 Q4	$1.4M	Sell	29,471 -2,315	-7%	-$110K	0.64%	63
2025 Q3	$1.51M	Buy	31,786 +1,689	+6%	+$79.5K	0.53%	57
2025 Q2	$1.42M	Buy	30,097 +119	+0.4%	+$5.53K	0.54%	64
2025 Q1	$1.41M	Sell	29,978 -1,069	-3%	-$49.7K	0.7%	54
2024 Q4	$1.43M	Buy	+31,047	New	+$1.46M	0.72%	45

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 $10.6B AUM 34.1% 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

Retirement Guys Formula's JCPB Position: Q1 2026 in Review

Retirement Guys Formula reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 5.3% in Q1 2026, selling an estimated $74.7K and leaving 27,896 shares worth $1.31M. The position accounts for 0.6% of the portfolio, ranked #72.

Retirement Guys Formula first reported a position in JCPB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q3 2025. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Retirement Guys Formula held 27,896 shares of JPMorgan Core Plus Bond ETF worth $1.31M as of Q1 2026.
Retirement Guys Formula sold 1,575 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $74.7K.
JPMorgan Core Plus Bond ETF made up 0.6% of Retirement Guys Formula's portfolio in Q1 2026, its #72 holding.
Retirement Guys Formula first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 6 quarters since.
Retirement Guys Formula's JPMorgan Core Plus Bond ETF position peaked at $1.51M in Q3 2025.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.