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 Q2	$13.4M	Buy	286,118 +128,244	+81%	+$6.01M	0.53%	45
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

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

Visionary Wealth Advisors's JCPB Position: Q2 2026 in Review

Visionary Wealth Advisors increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 81% in Q2 2026, buying an estimated $6.01M and bringing the position to 286,118 shares worth $13.4M. The position accounts for 0.53% of the portfolio, ranked #45.

Visionary Wealth Advisors first reported a position in JCPB in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.7M in Q3 2024. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Visionary Wealth Advisors held 286,118 shares of JPMorgan Core Plus Bond ETF worth $13.4M as of Q2 2026.
Visionary Wealth Advisors bought 128,244 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $6.01M.
JPMorgan Core Plus Bond ETF made up 0.53% of Visionary Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Visionary Wealth Advisors first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 14 quarters since.
Visionary Wealth Advisors's JPMorgan Core Plus Bond ETF position peaked at $15.7M in Q3 2024.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

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