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

Unique Wealth’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 		$900K Buy
19,178
+11,765
+159% +$552K 0.1% 101
2026
Q1 		$349K Buy
+7,413
New +$352K 0.05% 151

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

Unique Wealth's JCPB Position: Q2 2026 in Review

Unique Wealth increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 159% in Q2 2026, buying an estimated $552K and bringing the position to 19,178 shares worth $900K. The position accounts for 0.1% of the portfolio, ranked #101.

Unique Wealth first reported a position in JCPB in Q1 2026 and has held it in 2 quarters since. 503 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

  • Unique Wealth held 19,178 shares of JPMorgan Core Plus Bond ETF worth $900K as of Q2 2026.
  • Unique Wealth bought 11,765 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $552K.
  • JPMorgan Core Plus Bond ETF made up 0.1% of Unique Wealth's portfolio in Q2 2026, its #101 holding.
  • Unique Wealth first reported a position in JPMorgan Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 503 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.