Sound Income Strategies’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Sound Income Strategies’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	–	Sell	-93	Closed	-$4.36K	–	1464
2026 Q1	$4.36K	Hold	93	–	–	﹤0.01%	1888
2025 Q4	$4.41K	Hold	93	–	–	﹤0.01%	1861
2025 Q3	$4.41K	Hold	93	–	–	﹤0.01%	1199
2025 Q2	$4.38K	Hold	93	–	–	﹤0.01%	1116
2025 Q1	$4.38K	Hold	93	–	–	﹤0.01%	1084
2024 Q4	$4.29K	Hold	93	–	–	﹤0.01%	1023
2024 Q3	$4.49K	Hold	93	–	–	﹤0.01%	971
2024 Q2	$4.31K	Buy	+93	New	+$4.28K	﹤0.01%	971
2023 Q4	–	Sell	-109	Closed	-$4.87K	–	1363
2023 Q3	$4.87K	Buy	+109	New	+$4.99K	﹤0.01%	761

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

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

Sound Income Strategies's JCPB Position: Q2 2026 in Review

Sound Income Strategies sold out of JPMorgan Core Plus Bond ETF (JCPB) in Q2 2026, closing a stake of 93 shares — an estimated $4.36K sold.

Sound Income Strategies first reported a position in JCPB in Q3 2023 and held it in 9 quarters. The position peaked at $4.87K in Q3 2023. 220 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Sound Income Strategies reported no remaining JPMorgan Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 93 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $4.36K.
Sound Income Strategies first reported a position in JPMorgan Core Plus Bond ETF in Q3 2023 and held it in 9 quarters.
Sound Income Strategies's JPMorgan Core Plus Bond ETF position peaked at $4.87K in Q3 2023.
220 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.