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

SHP 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
Q1 		$30.1K Sell
637
-8
-1% -$380 ﹤0.01% 615
2025
Q4 		$30.6K Buy
+645
New +$30.7K ﹤0.01% 593

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SHP Wealth Management's JCPB Position: Q1 2026 in Review

SHP Wealth Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.2% in Q1 2026, selling an estimated $380 and leaving 637 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

SHP Wealth Management first reported a position in JCPB in Q4 2025 and has held it in 2 quarters since. The position peaked at $30.6K in Q4 2025. 480 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

  • SHP Wealth Management held 637 shares of JPMorgan Core Plus Bond ETF worth $30.1K as of Q1 2026.
  • SHP Wealth Management sold 8 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $380.
  • JPMorgan Core Plus Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #615 holding.
  • SHP Wealth Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's JPMorgan Core Plus Bond ETF position peaked at $30.6K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.