Root Financial Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Root Financial Partners’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	–	Sell	-24	Closed	-$1.13K	–	1834
2026 Q1	$1.13K	Sell	24 -703	-97%	-$33.4K	﹤0.01%	2563
2025 Q4	$34.4K	Buy	727 +603	+486%	+$28.7K	﹤0.01%	876
2025 Q3	$5.9K	Buy	+124	New	+$5.84K	﹤0.01%	1654

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

Root Financial Partners's JCPB Position: Q2 2026 in Review

Root Financial Partners sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026, closing a stake of 24 shares — an estimated $1.13K sold.

Root Financial Partners first reported a position in JCPB in Q3 2025 and held it in 3 quarters. The position peaked at $34.4K in Q4 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Root Financial Partners reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 24 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.13K.
Root Financial Partners first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's JPMorgan Core Plus Bond ETF position peaked at $34.4K in Q4 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.