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Summit Wealth Group (Colorado)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Summit Wealth Group (Colorado)’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 		$380K Hold
8,087
– – 0.03% 258
2026
Q1 		$381K Hold
8,087
– – 0.04% 217
2025
Q4 		$383K Buy
+8,087
New +$385K 0.05% 181
2025
Q3 		– Sell
-8,087
Closed -$381K – 375
2025
Q2 		$381K Buy
+8,087
New +$376K 0.1% 155

Other funds holding JCPB

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
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

Summit Wealth Group (Colorado)'s JCPB Position: Q2 2026 in Review

Summit Wealth Group (Colorado) held its JPMorgan Core Plus Bond ETF (JCPB) position steady in Q2 2026 at 8,087 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #258.

Summit Wealth Group (Colorado) first reported a position in JCPB in Q2 2025 and has held it in 4 quarters since. The position peaked at $383K in Q4 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Summit Wealth Group (Colorado) held 8,087 shares of JPMorgan Core Plus Bond ETF worth $380K as of Q2 2026.
  • Summit Wealth Group (Colorado) left its JPMorgan Core Plus Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Core Plus Bond ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #258 holding.
  • Summit Wealth Group (Colorado) first reported a position in JPMorgan Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s JPMorgan Core Plus Bond ETF position peaked at $383K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.