Summit Wealth Partners’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Summit Wealth Partners’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 Q1	$4.72M	Buy	100,322 +9,847	+11%	+$467K	0.75%	38
2025 Q4	$4.28M	Buy	90,475 +9,919	+12%	+$472K	0.79%	35
2025 Q3	$3.83M	Buy	80,556 +3,578	+5%	+$168K	0.69%	35
2025 Q2	$3.62M	Buy	76,978 +15,953	+26%	+$741K	0.69%	35
2025 Q1	$2.87M	Buy	61,025 +4,493	+8%	+$209K	0.58%	42
2024 Q4	$2.6M	Buy	56,532 +6,850	+14%	+$321K	0.53%	42
2024 Q3	$2.4M	Buy	49,682 +2,395	+5%	+$114K	0.46%	45
2024 Q2	$2.19M	Buy	47,287 +12,203	+35%	+$561K	0.45%	43
2024 Q1	$1.64M	Buy	35,084 +6,254	+22%	+$291K	0.35%	55
2023 Q4	$1.36M	Buy	+28,830	New	+$1.3M	0.32%	55

Other funds holding JCPB

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Summit Wealth Partners's JCPB Position: Q1 2026 in Review

Summit Wealth Partners increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 11% in Q1 2026, buying an estimated $467K and bringing the position to 100,322 shares worth $4.72M. The position accounts for 0.75% of the portfolio, ranked #38.

Summit Wealth Partners first reported a position in JCPB in Q4 2023 and has held it in 10 quarters since. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Summit Wealth Partners held 100,322 shares of JPMorgan Core Plus Bond ETF worth $4.72M as of Q1 2026.
Summit Wealth Partners bought 9,847 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $467K.
JPMorgan Core Plus Bond ETF made up 0.75% of Summit Wealth Partners's portfolio in Q1 2026, its #38 holding.
Summit Wealth Partners first reported a position in JPMorgan Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.