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

Triad 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 Q2	$10.9M	Sell	236,043 -25,483	-10%	-$1.2M	0.64%	28
2026 Q1	$12.3M	Buy	261,526 +13,589	+5%	+$645K	0.98%	25
2025 Q4	$11.7M	Buy	247,937 +26,002	+12%	+$1.24M	1.12%	23
2025 Q3	$10.6M	Sell	221,935 -315,302	-59%	-$14.8M	1.36%	18
2025 Q2	$25.3M	Buy	537,237 +62,044	+13%	+$2.88M	5.11%	1
2025 Q1	$22.4M	Buy	475,193 +66,510	+16%	+$3.09M	6.95%	1
2024 Q4	$18.8M	Buy	408,683 +143,468	+54%	+$6.73M	6.8%	2
2024 Q3	$12.8M	Buy	265,215 +104,128	+65%	+$4.95M	6.8%	4
2024 Q2	$7.46M	Buy	161,087 +28,466	+21%	+$1.31M	3.91%	7
2024 Q1	$6.19M	Buy	+132,621	New	+$6.17M	4.75%	7

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

Triad Wealth Partners's JCPB Position: Q2 2026 in Review

Triad Wealth Partners reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 9.7% in Q2 2026, selling an estimated $1.2M and leaving 236,043 shares worth $10.9M. The position accounts for 0.64% of the portfolio, ranked #28.

Triad Wealth Partners first reported a position in JCPB in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.3M in Q2 2025. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Triad Wealth Partners held 236,043 shares of JPMorgan Core Plus Bond ETF worth $10.9M as of Q2 2026.
Triad Wealth Partners sold 25,483 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $1.2M.
JPMorgan Core Plus Bond ETF made up 0.64% of Triad Wealth Partners's portfolio in Q2 2026, its #28 holding.
Triad Wealth Partners first reported a position in JPMorgan Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's JPMorgan Core Plus Bond ETF position peaked at $25.3M in Q2 2025.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.