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

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

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 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

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. 92 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.
92 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.