Stonehearth Capital Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Stonehearth Capital 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	$349K	Sell	7,434 -142	-2%	-$6.66K	0.12%	57
2026 Q1	$357K	Buy	7,576 +331	+5%	+$15.7K	0.14%	55
2025 Q4	$343K	Sell	7,245 -366	-5%	-$17.4K	0.13%	58
2025 Q3	$362K	Buy	7,611 +74	+1%	+$3.48K	0.14%	53
2025 Q2	$355K	Buy	7,537 +1,551	+26%	+$72K	0.15%	52
2025 Q1	$282K	Sell	5,986 -390	-6%	-$18.1K	0.12%	62
2024 Q4	$294K	Sell	6,376 -38	-0.6%	-$1.78K	0.12%	59
2024 Q3	$309K	Buy	6,414 +85	+1%	+$4.04K	0.12%	52
2024 Q2	$293K	Buy	6,329 +180	+3%	+$8.28K	0.13%	53
2024 Q1	$287K	Buy	6,149 +208	+4%	+$9.68K	0.13%	58
2023 Q4	$280K	Buy	+5,941	New	+$268K	0.14%	53

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

Stonehearth Capital Management's JCPB Position: Q2 2026 in Review

Stonehearth Capital Management reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 1.9% in Q2 2026, selling an estimated $6.66K and leaving 7,434 shares worth $349K. The position accounts for 0.12% of the portfolio, ranked #57.

Stonehearth Capital Management first reported a position in JCPB in Q4 2023 and has held it in 11 quarters since. The position peaked at $362K in Q3 2025. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Stonehearth Capital Management held 7,434 shares of JPMorgan Core Plus Bond ETF worth $349K as of Q2 2026.
Stonehearth Capital Management sold 142 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $6.66K.
JPMorgan Core Plus Bond ETF made up 0.12% of Stonehearth Capital Management's portfolio in Q2 2026, its #57 holding.
Stonehearth Capital Management first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
Stonehearth Capital Management's JPMorgan Core Plus Bond ETF position peaked at $362K in Q3 2025.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.