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 Q3	$1.26M	Sell	28,088 -198	-0.7%	-$9.12K	0.47%	81
2026 Q2	$1.33M	Buy	28,286 +390	+1%	+$18.3K	0.5%	82
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Retirement Guys Formula's JCPB Position: Q3 2026 in Review

Retirement Guys Formula reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 0.7% in Q3 2026, selling an estimated $9.12K and leaving 28,088 shares worth $1.26M. The position accounts for 0.47% of the portfolio, ranked #81.

Retirement Guys Formula first reported a position in JCPB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.51M in Q3 2025. 484 funds tracked by Wall St. Rank hold JCPB as of Q3 2026.

Retirement Guys Formula held 28,088 shares of JPMorgan Core Plus Bond ETF worth $1.26M as of Q3 2026.
Retirement Guys Formula sold 198 JPMorgan Core Plus Bond ETF shares in Q3 2026, an estimated $9.12K.
JPMorgan Core Plus Bond ETF made up 0.47% of Retirement Guys Formula's portfolio in Q3 2026, its #81 holding.
Retirement Guys Formula first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Guys Formula's JPMorgan Core Plus Bond ETF position peaked at $1.51M in Q3 2025.
484 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.