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JCPB icon

Sequent Planning’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Sequent Planning’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 		$1.42M Sell
30,292
-320
-1% -$15K 0.3% 72
2026
Q1 		$1.44M Buy
30,612
+7,729
+34% +$367K 0.35% 65
2025
Q4 		$1.08M Buy
22,883
+13,654
+148% +$650K 0.28% 80
2025
Q3 		$439K Buy
+9,229
New +$434K 0.12% 127

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

Sequent Planning's JCPB Position: Q2 2026 in Review

Sequent Planning reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 1% in Q2 2026, selling an estimated $15K and leaving 30,292 shares worth $1.42M. The position accounts for 0.3% of the portfolio, ranked #72.

Sequent Planning first reported a position in JCPB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.44M in Q1 2026. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Sequent Planning held 30,292 shares of JPMorgan Core Plus Bond ETF worth $1.42M as of Q2 2026.
  • Sequent Planning sold 320 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $15K.
  • JPMorgan Core Plus Bond ETF made up 0.3% of Sequent Planning's portfolio in Q2 2026, its #72 holding.
  • Sequent Planning first reported a position in JPMorgan Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Sequent Planning's JPMorgan Core Plus Bond ETF position peaked at $1.44M in Q1 2026.
  • 505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.