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 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

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

Retirement Guys Formula's JCPB Position: Q2 2026 in Review

Retirement Guys Formula increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.4% in Q2 2026, buying an estimated $18.3K and bringing the position to 28,286 shares worth $1.33M. The position accounts for 0.5% of the portfolio, ranked #82.

Retirement Guys Formula first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q3 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Retirement Guys Formula held 28,286 shares of JPMorgan Core Plus Bond ETF worth $1.33M as of Q2 2026.
Retirement Guys Formula bought 390 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $18.3K.
JPMorgan Core Plus Bond ETF made up 0.5% of Retirement Guys Formula's portfolio in Q2 2026, its #82 holding.
Retirement Guys Formula first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Guys Formula's JPMorgan Core Plus Bond ETF position peaked at $1.51M in Q3 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.