Sprinkle Financial Consultants’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Sprinkle Financial Consultants’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	$12M	Buy	255,479 +32,455	+15%	+$1.52M	4.7%	5
2026 Q1	$10.5M	Buy	223,024 +65,948	+42%	+$3.13M	4.84%	5
2025 Q4	$7.44M	Buy	157,076 +54,580	+53%	+$2.6M	3.78%	8
2025 Q3	$4.87M	Buy	102,496 +19,353	+23%	+$911K	2.72%	9
2025 Q2	$3.91M	Buy	83,143 +3,390	+4%	+$157K	2.39%	11
2025 Q1	$3.75M	Buy	79,753 +7,090	+10%	+$330K	2.38%	11
2024 Q4	$3.35M	Buy	72,663 +38,931	+115%	+$1.83M	2.28%	12
2024 Q3	$1.63M	Buy	33,732 +426	+1%	+$20.2K	1.16%	20
2024 Q2	$1.54M	Buy	33,306 +135	+0.4%	+$6.21K	1.22%	20
2024 Q1	$1.55M	Buy	33,171 +13,847	+72%	+$644K	1.32%	18
2023 Q4	$910K	Buy	+19,324	New	+$873K	0.93%	23

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

Sprinkle Financial Consultants's JCPB Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 15% in Q2 2026, buying an estimated $1.52M and bringing the position to 255,479 shares worth $12M. The position accounts for 4.7% of the portfolio, ranked #5.

Sprinkle Financial Consultants first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Sprinkle Financial Consultants held 255,479 shares of JPMorgan Core Plus Bond ETF worth $12M as of Q2 2026.
Sprinkle Financial Consultants bought 32,455 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.52M.
JPMorgan Core Plus Bond ETF made up 4.7% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #5 holding.
Sprinkle Financial Consultants first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.