RPGK
JCPB icon

Retirement Planning Group (Kansas)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Retirement Planning Group (Kansas)’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 Sell
28,329
-2,191
-7% -$103K 0.03% 202
2026
Q1 		$1.44M Sell
30,520
-903
-3% -$42.9K 0.04% 173
2025
Q4 		$1.49M Sell
31,423
-1,961
-6% -$93.3K 0.05% 149
2025
Q3 		$1.59M Sell
33,384
-392
-1% -$18.4K 0.06% 135
2025
Q2 		$1.59M Sell
33,776
-2,267
-6% -$105K 0.07% 103
2025
Q1 		$1.7M Sell
36,043
-3,077
-8% -$143K 0.08% 94
2024
Q4 		$1.8M Sell
39,120
-2,309
-6% -$108K 0.09% 87
2024
Q3 		$2M Sell
41,429
-9,385
-18% -$446K 0.11% 84
2024
Q2 		$2.35M Sell
50,814
-236
-0.5% -$10.9K 0.15% 64
2024
Q1 		$2.38M Buy
51,050
+6,070
+13% +$282K 0.18% 59
2023
Q4 		$2.12M Sell
44,980
-15,398
-26% -$695K 0.19% 45
2023
Q3 		$2.7M Buy
60,378
+18,752
+45% +$858K 0.29% 34
2023
Q2 		$1.94M Buy
41,626
+170
+0.4% +$7.99K 0.19% 42
2023
Q1 		$1.96M Sell
41,456
-2,601
-6% -$122K 0.21% 41
2022
Q4 		$2.02M Buy
44,057
+21,740
+97% +$999K 0.23% 43
2022
Q3 		$1.02M Buy
+22,317
New +$1.07M 0.13% 54

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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 Planning Group (Kansas)'s JCPB Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 7.2% in Q2 2026, selling an estimated $103K and leaving 28,329 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #202.

Retirement Planning Group (Kansas) first reported a position in JCPB in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.7M in Q3 2023. 506 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Retirement Planning Group (Kansas) held 28,329 shares of JPMorgan Core Plus Bond ETF worth $1.33M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 2,191 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $103K.
  • JPMorgan Core Plus Bond ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #202 holding.
  • Retirement Planning Group (Kansas) first reported a position in JPMorgan Core Plus Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Retirement Planning Group (Kansas)'s JPMorgan Core Plus Bond ETF position peaked at $2.7M in Q3 2023.
  • 506 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.