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

Sigma Planning Corp’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	$898K	Buy	19,126 +449	+2%	+$21.1K	0.02%	646
2026 Q1	$879K	Buy	18,677 +3,841	+26%	+$182K	0.02%	621
2025 Q4	$702K	Buy	14,836 +153	+1%	+$7.28K	0.02%	667
2025 Q3	$698K	Sell	14,683 -1,487	-9%	-$70K	0.02%	674
2025 Q2	$761K	Buy	16,170 +890	+6%	+$41.3K	0.02%	609
2025 Q1	$719K	Sell	15,280 -60	-0.4%	-$2.79K	0.02%	601
2024 Q4	$707K	Sell	15,340 -259	-2%	-$12.1K	0.02%	601
2024 Q3	$752K	Buy	15,599 +1,975	+14%	+$93.8K	0.02%	591
2024 Q2	$631K	Buy	13,624 +866	+7%	+$39.8K	0.02%	632
2024 Q1	$595K	Buy	12,758 +6,846	+116%	+$318K	0.02%	694
2023 Q4	$278K	Sell	5,912 -6,840	-54%	-$309K	0.02%	649
2023 Q3	$570K	Sell	12,752 -2,619	-17%	-$120K	0.02%	648
2023 Q2	$716K	Buy	15,371 +674	+5%	+$31.7K	0.03%	589
2023 Q1	$697K	Buy	+14,697	New	+$690K	0.02%	665

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

Sigma Planning Corp's JCPB Position: Q2 2026 in Review

Sigma Planning Corp increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 2.4% in Q2 2026, buying an estimated $21.1K and bringing the position to 19,126 shares worth $898K. The position accounts for 0.02% of the portfolio, ranked #646.

Sigma Planning Corp first reported a position in JCPB in Q1 2023 and has held it in 14 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Sigma Planning Corp held 19,126 shares of JPMorgan Core Plus Bond ETF worth $898K as of Q2 2026.
Sigma Planning Corp bought 449 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $21.1K.
JPMorgan Core Plus Bond ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #646 holding.
Sigma Planning Corp first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 14 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.