Salomon & Ludwin’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Salomon & Ludwin’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	$117K	Hold	2,512	–	–	0.01%	235
2026 Q1	$118K	Sell	2,512 -109	-4%	-$5.17K	0.01%	217
2025 Q4	$124K	Hold	2,621	–	–	0.01%	206
2025 Q3	$124K	Buy	2,621 +2,541	+3,176%	+$120K	0.01%	200
2025 Q2	$3.74K	Sell	80 -79	-50%	-$3.67K	﹤0.01%	594
2025 Q1	$7.48K	Hold	159	–	–	﹤0.01%	484
2024 Q4	$7.33K	Hold	159	–	–	﹤0.01%	479
2024 Q3	$7.67K	Hold	159	–	–	﹤0.01%	487
2024 Q2	$7.37K	Hold	159	–	–	﹤0.01%	485
2024 Q1	$7.42K	Buy	+159	New	+$7.4K	﹤0.01%	588

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

Salomon & Ludwin's JCPB Position: Q2 2026 in Review

Salomon & Ludwin held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 2,512 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #235.

Salomon & Ludwin first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. The position peaked at $124K in Q3 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Salomon & Ludwin held 2,512 shares of JPMorgan Core Plus Bond ETF worth $117K as of Q2 2026.
Salomon & Ludwin left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
JPMorgan Core Plus Bond ETF made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #235 holding.
Salomon & Ludwin first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
Salomon & Ludwin's JPMorgan Core Plus Bond ETF position peaked at $124K in Q3 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.