Riverchase Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Riverchase Wealth Management’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	$18.9M	Buy	403,571 +12,050	+3%	+$565K	8.83%	2
2026 Q1	$18.4M	Buy	391,521 +27,297	+7%	+$1.3M	9.6%	2
2025 Q4	$17.2M	Buy	364,224 +15,258	+4%	+$726K	9.37%	2
2025 Q3	$16.6M	Buy	348,966 +19,676	+6%	+$926K	9.4%	2
2025 Q2	$15.5M	Buy	329,290 +7,476	+2%	+$347K	9.83%	3
2025 Q1	$15.1M	Buy	321,814 +6,144	+2%	+$286K	10.6%	2
2024 Q4	$14.5M	Buy	+315,670	New	+$14.8M	10.88%	2

Other funds holding JCPB

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Riverchase Wealth Management's JCPB Position: Q2 2026 in Review

Riverchase Wealth Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 3.1% in Q2 2026, buying an estimated $565K and bringing the position to 403,571 shares worth $18.9M. The position accounts for 8.83% of the portfolio, ranked #2.

Riverchase Wealth Management first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Riverchase Wealth Management held 403,571 shares of JPMorgan Core Plus Bond ETF worth $18.9M as of Q2 2026.
Riverchase Wealth Management bought 12,050 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $565K.
JPMorgan Core Plus Bond ETF made up 8.83% of Riverchase Wealth Management's portfolio in Q2 2026, its #2 holding.
Riverchase Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.