Twin Peaks Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Twin Peaks Wealth Advisors’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	$1.01M	Buy	21,573 +2,192	+11%	+$103K	0.23%	81
2026 Q1	$912K	Sell	19,381 -235	-1%	-$11.2K	0.23%	74
2025 Q4	$932K	Buy	19,616 +7,287	+59%	+$347K	0.27%	72
2025 Q3	$586K	Buy	12,329 +1,339	+12%	+$63K	0.2%	89
2025 Q2	$516K	Buy	10,990 +1,015	+10%	+$47.1K	0.17%	93
2025 Q1	$461K	Buy	9,975 +2,242	+29%	+$104K	0.21%	86
2024 Q4	$356K	Buy	7,733 +3,244	+72%	+$152K	0.15%	100
2024 Q3	$217K	Buy	+4,489	New	+$213K	0.1%	126

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

Twin Peaks Wealth Advisors's JCPB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 11% in Q2 2026, buying an estimated $103K and bringing the position to 21,573 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #81.

Twin Peaks Wealth Advisors first reported a position in JCPB in Q3 2024 and has held it in 8 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Twin Peaks Wealth Advisors held 21,573 shares of JPMorgan Core Plus Bond ETF worth $1.01M as of Q2 2026.
Twin Peaks Wealth Advisors bought 2,192 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $103K.
JPMorgan Core Plus Bond ETF made up 0.23% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Twin Peaks Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.