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

Visionary 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 Q1	$7.43M	Sell	157,874 -25,387	-14%	-$1.2M	0.33%	83
2025 Q4	$8.68M	Buy	183,261 +36,723	+25%	+$1.75M	0.39%	78
2025 Q3	$6.97M	Buy	146,538 +39,992	+38%	+$1.88M	0.33%	83
2025 Q2	$5.01M	Sell	106,546 -86,646	-45%	-$4.02M	0.26%	95
2025 Q1	$9.09M	Sell	193,192 -91,699	-32%	-$4.26M	0.55%	47
2024 Q4	$13.1M	Sell	284,891 -39,610	-12%	-$1.86M	0.77%	25
2024 Q3	$15.7M	Buy	324,501 +5,624	+2%	+$267K	0.95%	18
2024 Q2	$14.8M	Buy	318,877 +34,046	+12%	+$1.57M	0.97%	19
2024 Q1	$13.3M	Buy	284,831 +38,359	+16%	+$1.78M	0.9%	20
2023 Q4	$11.6M	Buy	246,472 +55,506	+29%	+$2.51M	0.85%	22
2023 Q3	$8.53M	Buy	190,966 +56,505	+42%	+$2.59M	0.69%	34
2023 Q2	$6.26M	Buy	134,461 +113,793	+551%	+$5.35M	0.5%	52
2023 Q1	$979K	Buy	+20,668	New	+$970K	0.08%	194

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 $10.6B AUM 34.1% 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

Visionary Wealth Advisors's JCPB Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its JPMorgan Core Plus Bond ETF (JCPB) stake by 14% in Q1 2026, selling an estimated $1.2M and leaving 157,874 shares worth $7.43M. The position accounts for 0.33% of the portfolio, ranked #83.

Visionary Wealth Advisors first reported a position in JCPB in Q1 2023 and has held it in 13 quarters since. The position peaked at $15.7M in Q3 2024. 478 funds tracked by Wall St. Rank hold JCPB as of Q1 2026.

Visionary Wealth Advisors held 157,874 shares of JPMorgan Core Plus Bond ETF worth $7.43M as of Q1 2026.
Visionary Wealth Advisors sold 25,387 JPMorgan Core Plus Bond ETF shares in Q1 2026, an estimated $1.2M.
JPMorgan Core Plus Bond ETF made up 0.33% of Visionary Wealth Advisors's portfolio in Q1 2026, its #83 holding.
Visionary Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 13 quarters since.
Visionary Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $15.7M in Q3 2024.
478 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.