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

Smallwood Wealth Investment 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
Q2 		$2.38M Buy
50,655
+8,489
+20% +$398K 1.04% 22
2026
Q1 		$1.99M Buy
42,166
+3,284
+8% +$156K 1.05% 21
2025
Q4 		$1.84M Buy
38,882
+3,941
+11% +$187K 0.96% 22
2025
Q3 		$1.66M Buy
34,941
+14,663
+72% +$690K 0.85% 23
2025
Q2 		$954K Buy
20,278
+6,425
+46% +$298K 0.54% 30
2025
Q1 		$652K Buy
13,853
+4,604
+50% +$214K 0.41% 36
2024
Q4 		$426K Buy
+9,249
New +$434K 0.29% 50

Other funds holding JCPB

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Smallwood Wealth Investment Management's JCPB Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 20% in Q2 2026, buying an estimated $398K and bringing the position to 50,655 shares worth $2.38M. The position accounts for 1.04% of the portfolio, ranked #22.

Smallwood Wealth Investment Management first reported a position in JCPB in Q4 2024 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Smallwood Wealth Investment Management held 50,655 shares of JPMorgan Core Plus Bond ETF worth $2.38M as of Q2 2026.
  • Smallwood Wealth Investment Management bought 8,489 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $398K.
  • JPMorgan Core Plus Bond ETF made up 1.04% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #22 holding.
  • Smallwood Wealth Investment Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 240 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.