Wayfinding Financial’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Wayfinding Financial’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	$1.93M	Buy	41,145 +1,709	+4%	+$80.1K	0.73%	32
2026 Q1	$1.86M	Buy	39,436 +9,244	+31%	+$439K	0.81%	28
2025 Q4	$1.44M	Buy	30,192 +468	+2%	+$22.3K	0.61%	33
2025 Q3	$1.41M	Buy	29,724 +1,760	+6%	+$82.8K	0.61%	34
2025 Q2	$1.31M	Buy	27,964 +1,822	+7%	+$84.6K	0.59%	36
2025 Q1	$1.23M	Buy	26,142 +6,428	+33%	+$299K	0.54%	35
2024 Q4	$912K	Buy	19,714 +2,420	+14%	+$113K	0.49%	39
2024 Q3	$834K	Buy	17,294 +103	+0.6%	+$4.89K	0.62%	30
2024 Q2	$796K	Buy	17,191 +84	+0.5%	+$3.86K	0.45%	41
2024 Q1	$783K	Sell	17,107 -2,042	-11%	-$95K	0.46%	46
2023 Q4	$905K	Buy	19,149 +3,519	+23%	+$159K	0.62%	35
2023 Q3	$693K	Sell	15,630 -1,058	-6%	-$48.4K	0.52%	39
2023 Q2	$772K	Sell	16,688 -4,328	-21%	-$203K	0.54%	38
2023 Q1	$995K	Buy	+21,016	New	+$987K	0.76%	25

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

Wayfinding Financial's JCPB Position: Q2 2026 in Review

Wayfinding Financial increased its JPMorgan Core Plus Bond ETF (JCPB) stake by 4.3% in Q2 2026, buying an estimated $80.1K and bringing the position to 41,145 shares worth $1.93M. The position accounts for 0.73% of the portfolio, ranked #32.

Wayfinding Financial first reported a position in JCPB in Q1 2023 and has held it in 14 quarters since. 505 funds tracked by Wall St. Rank hold JCPB as of Q2 2026.

Wayfinding Financial held 41,145 shares of JPMorgan Core Plus Bond ETF worth $1.93M as of Q2 2026.
Wayfinding Financial bought 1,709 JPMorgan Core Plus Bond ETF shares in Q2 2026, an estimated $80.1K.
JPMorgan Core Plus Bond ETF made up 0.73% of Wayfinding Financial's portfolio in Q2 2026, its #32 holding.
Wayfinding Financial first reported a position in JPMorgan Core Plus Bond ETF in Q1 2023 and has held it in 14 quarters since.
505 funds tracked by Wall St. Rank held JPMorgan Core Plus Bond ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.