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

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 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. 76 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.
76 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.